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 | $137,951 | $81,460+69.3% | $103,333+33.5% | $80,856+70.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | -11.80% | 25.55%-37.3pp | 24.88%-36.7pp | 35.59%-47.4pp |
| Employer contribution / active EE | $21,395 | $3,105+589.0% | $3,868+453.2% | $2,755+676.6% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,594 | $6,566-45.3% | $8,355-57.0% | $6,918-48.1% |