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 | $83,637 | $60,892+37.4% | $82,389+1.5% | $84,808-1.4% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 319.52% | 37.29%+282.2pp | 28.67%+290.9pp | 40.90%+278.6pp |
| Employer contribution / active EE | $1,849 | $1,779+3.9% | $2,517-26.5% | $2,631-29.7% |
| Participant deferral / active EE | $0 | $3,179-100.0% | $4,155-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,740 | $5,467-68.2% | $7,231-75.9% | $7,344-76.3% |