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 | $22,869 | $65,365-65.0% | $92,893-75.4% | $72,985-68.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 10.45% | 42.10%-31.6pp | 109.41%-99.0pp | 81.00%-70.5pp |
| Employer contribution / active EE | $4,286 | $2,594+65.2% | $3,653+17.3% | $2,440+75.7% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $912 | $4,251-78.5% | $5,794-84.3% | $5,124-82.2% |