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 | $27,217 | $106,584-74.5% | $101,326-73.1% | $142,382-80.9% |
| Participation rate | 76.5% | 82.7%-6.2pp | 81.5%-5.0pp | 80.1%-3.6pp |
| Annual return | 415.03% | 36.93%+378.1pp | 36.82%+378.2pp | 217.08%+198.0pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $13,151 | $8,297+58.5% | $7,994+64.5% | $6,507+102.1% |
| Admin fee / account holder | $3,774 | $11,446-67.0% | $11,185-66.3% | $12,624-70.1% |