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 | $50,188 | $81,460-38.4% | $103,333-51.4% | $80,856-37.9% |
| Participation rate | 96.8% | 66.8%+30.0pp | 74.5%+22.3pp | 67.6%+29.2pp |
| Annual return | -50.95% | 25.55%-76.5pp | 24.88%-75.8pp | 35.59%-86.5pp |
| Employer contribution / active EE | $6,138 | $3,105+97.7% | $3,868+58.7% | $2,755+122.8% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $5,017 | $6,566-23.6% | $8,355-40.0% | $6,918-27.5% |