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 | $47,831 | $124,425-61.6% | $112,040-57.3% | $137,256-65.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 22.84% | 24.72%-1.9pp | 24.52%-1.7pp | 220.34%-197.5pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $26,684 | $5,718+366.6% | $5,098+423.4% | $6,407+316.5% |
| Admin fee / account holder | $5,133 | $15,207-66.2% | $12,098-57.6% | $12,270-58.2% |