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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,012 | $177,572-8.8% | $154,803+4.7% | $142,382+13.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 6.31% | 65.07%-58.8pp | 58.88%-52.6pp | 217.08%-210.8pp |
| Employer contribution / active EE | $1,125 | $4,810-76.6% | $4,305-73.9% | $4,299-73.8% |
| Participant deferral / active EE | $0 | $6,272-100.0% | $5,540-100.0% | $6,507-100.0% |
| Admin fee / account holder | $13,760 | $16,786-18.0% | $14,329-4.0% | $12,624+9.0% |