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 | $74,441 | $84,556-12.0% | $116,228-36.0% | $74,304+0.2% |
| Participation rate | 87.6% | 66.0%+21.6pp | 74.6%+13.0pp | 60.3%+27.2pp |
| Annual return | 5.63% | 18.35%-12.7pp | 90.06%-84.4pp | 29.43%-23.8pp |
| Employer contribution / active EE | $5,087 | $2,168+134.7% | $2,994+69.9% | $2,241+127.0% |
| Participant deferral / active EE | $0 | $3,814-100.0% | $4,953-100.0% | $3,767-100.0% |
| Admin fee / account holder | $4,711 | $3,792+24.2% | $11,989-60.7% | $2,969+58.7% |