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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,191 | $109,881-9.7% | $150,045-33.9% | $84,808+17.0% |
| Participation rate | 94.6% | 76.1%+18.5pp | 82.3%+12.3pp | 68.3%+26.3pp |
| Annual return | -45.23% | 28.25%-73.5pp | 62.55%-107.8pp | 40.90%-86.1pp |
| Employer contribution / active EE | $22,258 | $3,561+525.0% | $4,693+374.3% | $2,631+746.0% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $17,159 | $8,568+100.3% | $13,435+27.7% | $7,344+133.7% |