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 | $235,616 | $159,602+47.6% | $150,045+57.0% | $142,382+65.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 103.96% | 70.24%+33.7pp | 62.55%+41.4pp | 217.08%-113.1pp |
| Employer contribution / active EE | $836 | $4,961-83.1% | $4,693-82.2% | $4,299-80.5% |
| Participant deferral / active EE | $0 | $8,310-100.0% | $7,997-100.0% | $6,507-100.0% |
| Admin fee / account holder | $579 | $14,846-96.1% | $13,435-95.7% | $12,624-95.4% |