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 | $15,022 | $58,208-74.2% | $81,812-81.6% | $80,856-81.4% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.3%+27.7pp | 67.6%+32.4pp |
| Annual return | 8.75% | 41.66%-32.9pp | 773.79%-765.0pp | 35.59%-26.8pp |
| Employer contribution / active EE | $9,654 | $2,340+312.6% | $2,912+231.5% | $2,755+250.4% |
| Participant deferral / active EE | $0 | $3,281-100.0% | $4,319-100.0% | $4,296-100.0% |
| Admin fee / account holder | $884 | $4,981-82.3% | $7,386-88.0% | $6,918-87.2% |