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.
Participant 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 | $136,842 | $102,317+33.7% | $146,958-6.9% | $80,856+69.2% |
| Participation rate | 94.6% | 75.8%+18.8pp | 82.2%+12.4pp | 67.6%+27.0pp |
| Annual return | 1266.42% | 134.76%+1131.7pp | 418.34%+848.1pp | 35.59%+1230.8pp |
| Employer contribution / active EE | $22,364 | $3,713+502.3% | $4,933+353.4% | $2,755+711.8% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $17,086 | $7,941+115.2% | $12,998+31.5% | $6,918+147.0% |