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 | $240,914 | $89,753+168.4% | $107,525+124.1% | $84,808+184.1% |
| Participation rate | 94.7% | 68.1%+26.6pp | 75.1%+19.6pp | 68.3%+26.4pp |
| Annual return | 5.50% | 29.48%-24.0pp | 181.32%-175.8pp | 40.90%-35.4pp |
| Employer contribution / active EE | $26,265 | $3,113+743.6% | $3,754+599.7% | $2,631+898.3% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $19,058 | $7,222+163.9% | $8,919+113.7% | $7,344+159.5% |