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 | $17,137 | $51,175-66.5% | $70,515-75.7% | $75,163-77.2% |
| Participation rate | 98.9% | 60.9%+38.0pp | 68.3%+30.6pp | 67.2%+31.7pp |
| Annual return | -78.34% | 30.02%-108.4pp | 32.77%-111.1pp | 160.62%-239.0pp |
| Employer contribution / active EE | $14,674 | $1,826+703.6% | $2,973+393.5% | $2,670+449.6% |
| Participant deferral / active EE | $0 | $2,849-100.0% | $4,567-100.0% | $4,125-100.0% |
| Admin fee / account holder | $448 | $4,091-89.1% | $6,412-93.0% | $5,651-92.1% |