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 | $43,802 | $159,901-72.6% | $146,958-70.2% | $145,922-70.0% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.6pp |
| Annual return | 11.21% | 98.13%-86.9pp | 418.34%-407.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,155 | $5,286-59.2% | $4,933-56.3% | $4,660-53.8% |
| Participant deferral / active EE | $1,976 | $8,428-76.6% | $8,070-75.5% | $6,688-70.4% |
| Admin fee / account holder | $1,234 | $15,044-91.8% | $12,998-90.5% | $13,397-90.8% |