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 | $110,095 | $64,839+69.8% | $95,585+15.2% | $84,808+29.8% |
| Participation rate | 77.6% | 63.8%+13.8pp | 72.1%+5.6pp | 68.3%+9.3pp |
| Annual return | 11.53% | -670.96%+682.5pp | 38.56%-27.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $2,747 | $1,759+56.2% | $2,527+8.7% | $2,631+4.4% |
| Participant deferral / active EE | $4,128 | $2,965+39.2% | $4,023+2.6% | $4,212-2.0% |
| Admin fee / account holder | $12,067 | $5,964+102.3% | $6,127+96.9% | $7,344+64.3% |