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 | $130,103 | $81,460+59.7% | $103,333+25.9% | $80,856+60.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | -16.79% | 25.55%-42.3pp | 24.88%-41.7pp | 35.59%-52.4pp |
| Employer contribution / active EE | $15,364 | $3,105+394.8% | $3,868+297.2% | $2,755+457.7% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $9,808 | $6,566+49.4% | $8,355+17.4% | $6,918+41.8% |