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 | $142,472 | $56,897+150.4% | $84,750+68.1% | $62,891+126.5% |
| Participation rate | 80.2% | 68.5%+11.7pp | 76.6%+3.6pp | 69.3%+10.9pp |
| Annual return | -6.09% | 6.30%-12.4pp | 22.78%-28.9pp | 20.14%-26.2pp |
| Employer contribution / active EE | $7,813 | $2,400+225.6% | $3,574+118.6% | $2,281+242.5% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,752 | $3,581+144.4% | $5,332+64.1% | $4,296+103.7% |