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 | $178,174-28.8% | $156,181-18.8% | $137,256-7.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 5.69% | 84.19%-78.5pp | 64.87%-59.2pp | 220.34%-214.6pp |
| Employer contribution / active EE | $939 | $4,972-81.1% | $4,294-78.1% | $4,156-77.4% |
| Participant deferral / active EE | $11,034 | $6,888+60.2% | $6,132+79.9% | $6,407+72.2% |
| Admin fee / account holder | $223,369 | $17,404+1183.4% | $14,586+1431.4% | $12,270+1720.4% |