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 | $121,040 | $159,934-24.3% | $147,005-17.7% | $145,959-17.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.21% | 98.24%-92.0pp | 418.76%-412.6pp | 561.95%-555.7pp |
| Employer contribution / active EE | $6,223 | $5,287+17.7% | $4,934+26.1% | $4,661+33.5% |
| Participant deferral / active EE | $15,250 | $8,427+81.0% | $8,070+89.0% | $6,689+128.0% |
| Admin fee / account holder | $852 | $15,053-94.3% | $13,006-93.5% | $13,398-93.6% |