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 | $20,523 | $53,516-61.7% | $126,539-83.8% | $84,808-75.8% |
| Participation rate | 75.8% | 58.2%+17.5pp | 69.8%+5.9pp | 68.3%+7.4pp |
| Annual return | 12.51% | 58.34%-45.8pp | 425.95%-413.4pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,235 | $1,535-19.6% | $3,674-66.4% | $2,631-53.1% |
| Participant deferral / active EE | $0 | $2,671-100.0% | $4,083-100.0% | $4,212-100.0% |
| Admin fee / account holder | $2,835 | $4,497-37.0% | $6,065-53.3% | $7,344-61.4% |