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 | $31,836 | $100,970-68.5% | $96,576-67.0% | $137,256-76.8% |
| Participation rate | 92.9% | 82.6%+10.2pp | 81.4%+11.4pp | 80.0%+12.9pp |
| Annual return | 184.63% | 38.16%+146.5pp | 38.47%+146.2pp | 220.34%-35.7pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $12,642 | $8,286+52.6% | $7,956+58.9% | $6,407+97.3% |
| Admin fee / account holder | $3,827 | $11,312-66.2% | $11,381-66.4% | $12,270-68.8% |