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 | $41,129 | $101,724-59.6% | $164,813-75.0% | $80,856-49.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 255.26% | 16.72%+238.5pp | 69.93%+185.3pp | 35.59%+219.7pp |
| Employer contribution / active EE | $22,243 | $2,953+653.1% | $4,341+412.4% | $2,755+707.4% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $13,280 | $8,227+61.4% | $12,690+4.7% | $6,918+92.0% |