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 | $38,339 | $109,881-65.1% | $150,045-74.4% | $84,808-54.8% |
| Participation rate | 96.8% | 76.1%+20.7pp | 82.3%+14.5pp | 68.3%+28.5pp |
| Annual return | -9.49% | 28.25%-37.7pp | 62.55%-72.0pp | 40.90%-50.4pp |
| Employer contribution / active EE | $12,805 | $3,561+259.6% | $4,693+172.8% | $2,631+386.7% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $10,521 | $8,568+22.8% | $13,435-21.7% | $7,344+43.3% |