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 | $25,990 | $132,634-80.4% | $115,768-77.5% | $137,256-81.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.99% | 160.70%-145.7pp | 100.46%-85.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,086 | $3,360-67.7% | $2,940-63.0% | $4,156-73.9% |
| Participant deferral / active EE | $1,482 | $5,619-73.6% | $4,917-69.9% | $6,407-76.9% |
| Admin fee / account holder | $329 | $15,028-97.8% | $12,439-97.4% | $12,270-97.3% |