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 | $64,247 | $148,978-56.9% | $200,582-68.0% | $84,808-24.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 88.66% | 28.16%+60.5pp | 42.33%+46.3pp | 40.90%+47.8pp |
| Employer contribution / active EE | $931 | $4,815-80.7% | $6,419-85.5% | $2,631-64.6% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $667 | $13,977-95.2% | $16,305-95.9% | $7,344-90.9% |