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 | $234,660 | $102,317+129.3% | $146,958+59.7% | $80,856+190.2% |
| Participation rate | 98.8% | 75.8%+22.9pp | 82.2%+16.6pp | 67.6%+31.1pp |
| Annual return | 19.52% | 134.76%-115.2pp | 418.34%-398.8pp | 35.59%-16.1pp |
| Employer contribution / active EE | $35,518 | $3,713+856.6% | $4,933+620.0% | $2,755+1189.3% |
| Participant deferral / active EE | $0 | $6,644-100.0% | $8,070-100.0% | $4,296-100.0% |
| Admin fee / account holder | $16,490 | $7,941+107.6% | $12,998+26.9% | $6,918+138.4% |