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 | $28,984 | $75,828-61.8% | $147,614-80.4% | $59,632-51.4% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -7.23% | 0.37%-7.6pp | 61.98%-69.2pp | 2041.28%-2048.5pp |
| Employer contribution / active EE | $2,853 | $3,485-18.1% | $5,564-48.7% | $2,203+29.5% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $389 | $5,985-93.5% | $11,611-96.7% | $4,297-91.0% |