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 | $9,775 | $57,165-82.9% | - | $125,391-92.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | - | 83.2%+16.8pp |
| Annual return | -0.47% | 36.23%-36.7pp | - | 282.22%-282.7pp |
| Employer contribution / active EE | $4,018 | $3,571+12.5% | - | $4,866-17.4% |
| Participant deferral / active EE | $0 | $3,322-100.0% | - | $5,352-100.0% |
| Admin fee / account holder | $4,371 | $2,996+45.9% | - | $9,540-54.2% |