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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,811 | $76,738+96.5% | $56,411+167.3% | $145,922+3.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 9.43% | 2994.23%-2984.8pp | 1701.33%-1691.9pp | 561.29%-551.9pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $26,500 | $2,623+910.5% | $1,952+1257.7% | $6,688+296.2% |
| Admin fee / account holder | $1,253 | $3,334-62.4% | $2,829-55.7% | $13,397-90.6% |