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 | $207,756 | $159,602+30.2% | $150,045+38.5% | $142,382+45.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 6.35% | 70.24%-63.9pp | 62.55%-56.2pp | 217.08%-210.7pp |
| Employer contribution / active EE | $3,693 | $4,961-25.5% | $4,693-21.3% | $4,299-14.1% |
| Participant deferral / active EE | $28,500 | $8,310+243.0% | $7,997+256.4% | $6,507+338.0% |
| Admin fee / account holder | $2,165 | $14,846-85.4% | $13,435-83.9% | $12,624-82.9% |