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 | $45,881 | $84,695-45.8% | $73,843-37.9% | $125,391-63.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -4.91% | 3123.53%-3128.4pp | 2267.84%-2272.7pp | 282.22%-287.1pp |
| Employer contribution / active EE | $4,250 | $3,123+36.1% | $2,787+52.5% | $4,866-12.7% |
| Participant deferral / active EE | $5,704 | $3,992+42.9% | $3,583+59.2% | $5,352+6.6% |
| Admin fee / account holder | $346 | $5,691-93.9% | $4,880-92.9% | $9,540-96.4% |