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 | $126,843 | $179,726-29.4% | $156,263-18.8% | $142,382-10.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 5.69% | 77.86%-72.2pp | 59.47%-53.8pp | 217.08%-211.4pp |
| Employer contribution / active EE | $939 | $5,069-81.5% | $4,333-78.3% | $4,299-78.2% |
| Participant deferral / active EE | $11,034 | $6,956+58.6% | $6,158+79.2% | $6,507+69.6% |
| Admin fee / account holder | $223,369 | $17,272+1193.2% | $14,255+1467.0% | $12,624+1669.4% |