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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,593 | $148,978-27.8% | $200,582-46.4% | $84,808+26.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 10.87% | 28.16%-17.3pp | 42.33%-31.5pp | 40.90%-30.0pp |
| Employer contribution / active EE | $7,870 | $4,815+63.4% | $6,419+22.6% | $2,631+199.1% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5,708 | $13,977-59.2% | $16,305-65.0% | $7,344-22.3% |