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 | $95,331 | $214,378-55.5% | $200,582-52.5% | $142,382-33.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.32% | 46.41%-34.1pp | 42.33%-30.0pp | 217.08%-204.8pp |
| Employer contribution / active EE | $775 | $6,841-88.7% | $6,419-87.9% | $4,299-82.0% |
| Participant deferral / active EE | $12,100 | $9,865+22.7% | $9,331+29.7% | $6,507+85.9% |
| Admin fee / account holder | $1,146 | $17,692-93.5% | $16,305-93.0% | $12,624-90.9% |