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.
Employer 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 | $8,143 | $80,717-89.9% | $154,803-94.7% | $84,808-90.4% |
| Participation rate | 81.6% | 66.8%+14.8pp | 78.1%+3.5pp | 68.3%+13.3pp |
| Annual return | 5.63% | 37.96%-32.3pp | 58.88%-53.2pp | 40.90%-35.3pp |
| Employer contribution / active EE | $173 | $2,761-93.8% | $4,305-96.0% | $2,631-93.4% |
| Participant deferral / active EE | $2,217 | $3,303-32.9% | $5,540-60.0% | $4,212-47.4% |
| Admin fee / account holder | $19,937 | $6,746+195.6% | $14,329+39.1% | $7,344+171.5% |