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 | $104,739 | $158,398-33.9% | $126,539-17.2% | $142,382-26.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 11.50% | 593.76%-582.3pp | 425.95%-414.4pp | 217.08%-205.6pp |
| Employer contribution / active EE | $50,439 | $4,650+984.7% | $3,674+1272.8% | $4,299+1073.2% |
| Participant deferral / active EE | $0 | $4,767-100.0% | $4,083-100.0% | $6,507-100.0% |
| Admin fee / account holder | $463 | $6,918-93.3% | $6,065-92.4% | $12,624-96.3% |