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 | $139,719 | $175,202-20.3% | $149,673-6.7% | $139,434+0.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.21% | 166.71%-162.5pp | 134.42%-130.2pp | 372.94%-368.7pp |
| Employer contribution / active EE | $1,429 | $5,474-73.9% | $4,818-70.3% | $4,751-69.9% |
| Participant deferral / active EE | $4,100 | $6,519-37.1% | $5,680-27.8% | $6,710-38.9% |
| Admin fee / account holder | $7,574 | $16,150-53.1% | $13,210-42.7% | $11,403-33.6% |