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 | $189,587 | $177,572+6.8% | $154,803+22.5% | $142,382+33.2% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 42.10% | 65.07%-23.0pp | 58.88%-16.8pp | 217.08%-175.0pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,511 | $6,272-12.1% | $5,540-0.5% | $6,507-15.3% |
| Admin fee / account holder | $1,183 | $16,786-93.0% | $14,329-91.7% | $12,624-90.6% |