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 | $159,934-72.6% | $147,005-70.2% | $145,959-70.0% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.5pp |
| Annual return | 11.21% | 98.24%-87.0pp | 418.76%-407.6pp | 561.95%-550.7pp |
| Employer contribution / active EE | $2,155 | $5,287-59.2% | $4,934-56.3% | $4,661-53.8% |
| Participant deferral / active EE | $1,976 | $8,427-76.5% | $8,070-75.5% | $6,689-70.5% |
| Admin fee / account holder | $1,234 | $15,053-91.8% | $13,006-90.5% | $13,398-90.8% |