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 | $150,425 | $183,519-18.0% | $155,509-3.3% | $145,922+3.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.41% | 61.17%-51.8pp | 64.67%-55.3pp | 561.29%-551.9pp |
| Employer contribution / active EE | $2,158 | $5,313-59.4% | $4,672-53.8% | $4,660-53.7% |
| Participant deferral / active EE | $637 | $6,462-90.1% | $5,626-88.7% | $6,688-90.5% |
| Admin fee / account holder | $30,337 | $19,313+57.1% | $15,912+90.7% | $13,397+126.4% |