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 | $71,953 | $169,032-57.4% | $129,207-44.3% | $145,922-50.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 25.28% | 14330.11%-14304.8pp | 9417.33%-9392.0pp | 561.29%-536.0pp |
| Employer contribution / active EE | $2,035 | $5,537-63.2% | $4,153-51.0% | $4,660-56.3% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,168-100.0% | $6,688-100.0% |
| Admin fee / account holder | $5,185 | $9,954-47.9% | $7,715-32.8% | $13,397-61.3% |