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 | $25,913 | $68,547-62.2% | $120,354-78.5% | $80,856-68.0% |
| Participation rate | 77.6% | 61.6%+16.0pp | 71.9%+5.7pp | 67.6%+10.0pp |
| Annual return | 499.55% | 23.60%+475.9pp | 107.15%+392.4pp | 35.59%+464.0pp |
| Employer contribution / active EE | $5,310 | $2,051+158.8% | $3,463+53.3% | $2,755+92.7% |
| Participant deferral / active EE | $0 | $3,173-100.0% | $4,991-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,046 | $5,732-29.4% | $9,423-57.1% | $6,918-41.5% |