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 | $167,932 | $159,901+5.0% | $146,958+14.3% | $145,922+15.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 4.79% | 98.13%-93.3pp | 418.34%-413.6pp | 561.29%-556.5pp |
| Employer contribution / active EE | $7,653 | $5,286+44.8% | $4,933+55.1% | $4,660+64.2% |
| Participant deferral / active EE | $0 | $8,428-100.0% | $8,070-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,725 | $15,044-88.5% | $12,998-86.7% | $13,397-87.1% |