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 | $68,997 | $56,199+22.8% | $67,652+2.0% | $59,632+15.7% |
| Participation rate | 94.1% | 71.5%+22.7pp | 75.7%+18.5pp | 68.7%+25.4pp |
| Annual return | -2.97% | 18505.31%-18508.3pp | 6625.04%-6628.0pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $3,701 | $1,614+129.2% | $2,266+63.4% | $2,203+68.0% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $21,394 | $3,958+440.5% | $4,821+343.8% | $4,297+397.9% |