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 | $199,806 | $201,272-0.7% | $184,203+8.5% | $145,922+36.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 1655.14% | 29.00%+1626.1pp | 28.81%+1626.3pp | 561.29%+1093.9pp |
| Employer contribution / active EE | $1,000 | $7,022-85.8% | $6,427-84.4% | $4,660-78.5% |
| Participant deferral / active EE | $23,292 | $9,806+137.5% | $9,131+155.1% | $6,688+248.3% |
| Admin fee / account holder | $1,318 | $16,364-91.9% | $13,901-90.5% | $13,397-90.2% |