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.
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 | $63,024 | $72,177-12.7% | $115,037-45.2% | $59,632+5.7% |
| Participation rate | 91.9% | 72.6%+19.4pp | 81.4%+10.6pp | 68.7%+23.3pp |
| Annual return | -12.49% | 12.02%-24.5pp | 26.14%-38.6pp | 2041.28%-2053.8pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $8,662 | $4,783+81.1% | $6,026+43.7% | $3,192+171.4% |
| Admin fee / account holder | $2,142 | $4,927-56.5% | $8,175-73.8% | $4,297-50.1% |