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 | $25,357 | $133,922-81.1% | $116,228-78.2% | $142,382-82.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 6.30% | 147.76%-141.5pp | 90.06%-83.8pp | 217.08%-210.8pp |
| Employer contribution / active EE | $2,470 | $3,446-28.3% | $2,994-17.5% | $4,299-42.5% |
| Participant deferral / active EE | $6,386 | $5,672+12.6% | $4,953+28.9% | $6,507-1.9% |
| Admin fee / account holder | $43,731 | $14,945+192.6% | $11,989+264.8% | $12,624+246.4% |