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 | $52,109 | $210,648-75.3% | $177,989-70.7% | $145,922-64.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.43% | 385.86%-377.4pp | 294.48%-286.1pp | 561.29%-552.9pp |
| Employer contribution / active EE | $1,406 | $4,565-69.2% | $3,949-64.4% | $4,660-69.8% |
| Participant deferral / active EE | $188 | $6,958-97.3% | $6,276-97.0% | $6,688-97.2% |
| Admin fee / account holder | $434 | $12,013-96.4% | $10,363-95.8% | $13,397-96.8% |