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 | $105,515 | $75,828+39.1% | $147,614-28.5% | $59,632+76.9% |
| Participation rate | 80.0% | 71.6%+8.4pp | 84.6%-4.6pp | 68.7%+11.3pp |
| Annual return | -4.91% | 0.37%-5.3pp | 61.98%-66.9pp | 2041.28%-2046.2pp |
| Employer contribution / active EE | $3,751 | $3,485+7.7% | $5,564-32.6% | $2,203+70.3% |
| Participant deferral / active EE | $0 | $3,130-100.0% | $4,895-100.0% | $3,192-100.0% |
| Admin fee / account holder | $4,512 | $5,985-24.6% | $11,611-61.1% | $4,297+5.0% |