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 | $69,659 | $169,161-58.8% | $129,295-46.1% | $145,959-52.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.33% | 14348.07%-14338.7pp | 9429.28%-9419.9pp | 561.95%-552.6pp |
| Employer contribution / active EE | $10,676 | $5,543+92.6% | $4,157+156.8% | $4,661+129.1% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $699 | $9,878-92.9% | $7,665-90.9% | $13,398-94.8% |