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 | $81,579 | $117,983-30.9% | $101,794-19.9% | $142,382-42.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | -4.76% | 36.92%-41.7pp | 30.53%-35.3pp | 217.08%-221.8pp |
| Employer contribution / active EE | $13,093 | $2,773+372.2% | $2,289+472.0% | $4,299+204.5% |
| Participant deferral / active EE | $0 | $4,714-100.0% | $4,084-100.0% | $6,507-100.0% |
| Admin fee / account holder | $10,491 | $10,433+0.5% | $8,777+19.5% | $12,624-16.9% |