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 | $216,517 | $159,901+35.4% | $146,958+47.3% | $145,922+48.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.30% | 98.13%-90.8pp | 418.34%-411.0pp | 561.29%-554.0pp |
| Employer contribution / active EE | $3,045 | $5,286-42.4% | $4,933-38.3% | $4,660-34.7% |
| Participant deferral / active EE | $18,575 | $8,428+120.4% | $8,070+130.2% | $6,688+177.7% |
| Admin fee / account holder | $1,970 | $15,044-86.9% | $12,998-84.8% | $13,397-85.3% |