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 | $158,232 | $114,381+38.3% | $107,525+47.2% | $142,382+11.1% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.1%+14.9pp | 80.1%+9.9pp |
| Annual return | 14.68% | 242.71%-228.0pp | 181.32%-166.6pp | 217.08%-202.4pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $13,880 | $5,564+149.5% | $5,116+171.3% | $6,507+113.3% |
| Admin fee / account holder | $834 | $9,860-91.5% | $8,919-90.6% | $12,624-93.4% |