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 | $55,730 | $111,814-50.2% | $103,374-46.1% | $145,959-61.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.17% | 24.77%-16.6pp | 24.89%-16.7pp | 561.95%-553.8pp |
| Employer contribution / active EE | $1,366 | $4,214-67.6% | $3,869-64.7% | $4,661-70.7% |
| Participant deferral / active EE | $3,999 | $5,618-28.8% | $5,058-20.9% | $6,689-40.2% |
| Admin fee / account holder | $1,259 | $9,754-87.1% | $8,394-85.0% | $13,398-90.6% |