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 | $46,444 | $71,050-34.6% | $93,606-50.4% | $80,856-42.6% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | -46.40% | 11.26%-57.7pp | 133.20%-179.6pp | 35.59%-82.0pp |
| Employer contribution / active EE | $42,000 | $1,564+2586.0% | $2,420+1635.7% | $2,755+1424.6% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $22,434 | $6,945+223.0% | $8,285+170.8% | $6,918+224.3% |