See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,776 | $183,592-83.8% | $155,567-80.9% | $145,959-79.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.97% | 61.24%-52.3pp | 64.74%-55.8pp | 561.95%-553.0pp |
| Employer contribution / active EE | $625 | $5,315-88.2% | $4,674-86.6% | $4,661-86.6% |
| Participant deferral / active EE | $3,612 | $6,464-44.1% | $5,628-35.8% | $6,689-46.0% |
| Admin fee / account holder | $34,417 | $19,318+78.2% | $15,916+116.2% | $13,398+156.9% |