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 | $124,865 | $114,381+9.2% | $107,525+16.1% | $142,382-12.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 9.51% | 242.71%-233.2pp | 181.32%-171.8pp | 217.08%-207.6pp |
| Employer contribution / active EE | $10,000 | $4,015+149.1% | $3,754+166.4% | $4,299+132.6% |
| Participant deferral / active EE | $6,668 | $5,564+19.8% | $5,116+30.3% | $6,507+2.5% |
| Admin fee / account holder | $66,536 | $9,860+574.8% | $8,919+646.0% | $12,624+427.1% |