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.
Employer 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 | $114,933 | $165,984-30.8% | $164,813-30.3% | $145,922-21.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 27.80% | 100.03%-72.2pp | 69.93%-42.1pp | 561.29%-533.5pp |
| Employer contribution / active EE | $797 | $5,273-84.9% | $4,341-81.6% | $4,660-82.9% |
| Participant deferral / active EE | $0 | $6,959-100.0% | $6,031-100.0% | $6,688-100.0% |
| Admin fee / account holder | $637 | $16,648-96.2% | $12,690-95.0% | $13,397-95.2% |