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 | $40,756 | $68,719-40.7% | $91,541-55.5% | $84,808-51.9% |
| Participation rate | 73.8% | 64.5%+9.3pp | 69.8%+4.0pp | 68.3%+5.5pp |
| Annual return | 16.66% | 19.12%-2.5pp | 20.50%-3.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $117 | $1,920-93.9% | $2,505-95.3% | $2,631-95.5% |
| Participant deferral / active EE | $1,948 | $3,136-37.9% | $4,008-51.4% | $4,212-53.7% |
| Admin fee / account holder | $1,436 | $5,786-75.2% | $6,956-79.4% | $7,344-80.4% |