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 | $67,627 | $87,013-22.3% | $106,213-36.3% | $80,856-16.4% |
| Participation rate | 79.6% | 70.4%+9.2pp | 75.3%+4.3pp | 67.6%+12.0pp |
| Annual return | 18.01% | 17.05%+1.0pp | 116.14%-98.1pp | 35.59%-17.6pp |
| Employer contribution / active EE | $299 | $2,395-87.5% | $3,171-90.6% | $2,755-89.2% |
| Participant deferral / active EE | $11,725 | $3,986+194.2% | $5,016+133.8% | $4,296+172.9% |
| Admin fee / account holder | $20,663 | $8,431+145.1% | $11,033+87.3% | $6,918+198.7% |