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 | $59,339 | $159,901-62.9% | $146,958-59.6% | $145,922-59.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 8.36% | 98.13%-89.8pp | 418.34%-410.0pp | 561.29%-552.9pp |
| Employer contribution / active EE | $1,037 | $5,286-80.4% | $4,933-79.0% | $4,660-77.7% |
| Participant deferral / active EE | $1,385 | $8,428-83.6% | $8,070-82.8% | $6,688-79.3% |
| Admin fee / account holder | $115,080 | $15,044+665.0% | $12,998+785.4% | $13,397+759.0% |