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 | $117,317 | $65,041+80.4% | $90,951+29.0% | $79,858+46.9% |
| Participation rate | 95.2% | 61.6%+33.6pp | 69.0%+26.2pp | 69.6%+25.5pp |
| Annual return | 68.58% | 30.45%+38.1pp | 134.60%-66.0pp | 31.71%+36.9pp |
| Employer contribution / active EE | $10,241 | $1,247+721.1% | $2,122+382.6% | $2,471+314.5% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,196 | $4,536-51.6% | $5,959-63.1% | $5,306-58.6% |