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 | $12,944 | $114,381-88.7% | $107,525-88.0% | $142,382-90.9% |
| Participation rate | 94.4% | 78.1%+16.3pp | 75.1%+19.4pp | 80.1%+14.3pp |
| Annual return | -408.70% | 242.71%-651.4pp | 181.32%-590.0pp | 217.08%-625.8pp |
| Employer contribution / active EE | $58,530 | $4,015+1357.9% | $3,754+1459.3% | $4,299+1261.5% |
| Participant deferral / active EE | $0 | $5,564-100.0% | $5,116-100.0% | $6,507-100.0% |
| Admin fee / account holder | $60,587 | $9,860+514.5% | $8,919+579.3% | $12,624+379.9% |