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 | $86,813 | $159,602-45.6% | $150,045-42.1% | $142,382-39.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -45.39% | 70.24%-115.6pp | 62.55%-107.9pp | 217.08%-262.5pp |
| Employer contribution / active EE | $3,610 | $4,961-27.2% | $4,693-23.1% | $4,299-16.0% |
| Participant deferral / active EE | $10,449 | $8,310+25.7% | $7,997+30.7% | $6,507+60.6% |
| Admin fee / account holder | $701 | $14,846-95.3% | $13,435-94.8% | $12,624-94.4% |