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 | $27,139 | $74,888-63.8% | $71,209-61.9% | $142,382-80.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 9.14% | 345.14%-336.0pp | 282.51%-273.4pp | 217.08%-207.9pp |
| Employer contribution / active EE | $2,413 | $2,854-15.5% | $2,721-11.3% | $4,299-43.9% |
| Participant deferral / active EE | $4,532 | $4,454+1.7% | $4,175+8.6% | $6,507-30.3% |
| Admin fee / account holder | $1,914 | $5,568-65.6% | $5,349-64.2% | $12,624-84.8% |