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 | $65,883 | $54,705+20.4% | $71,209-7.5% | $84,808-22.3% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 8.16% | 35.90%-27.7pp | 282.51%-274.3pp | 40.90%-32.7pp |
| Employer contribution / active EE | $360 | $2,158-83.3% | $2,721-86.8% | $2,631-86.3% |
| Participant deferral / active EE | $889 | $3,030-70.7% | $4,175-78.7% | $4,212-78.9% |
| Admin fee / account holder | $3,237 | $4,863-33.4% | $5,349-39.5% | $7,344-55.9% |