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 | $47,124 | $201,272-76.6% | $184,203-74.4% | $145,922-67.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | -48.75% | 29.00%-77.7pp | 28.81%-77.6pp | 561.29%-610.0pp |
| Employer contribution / active EE | $8,994 | $7,022+28.1% | $6,427+39.9% | $4,660+93.0% |
| Participant deferral / active EE | $16,106 | $9,806+64.2% | $9,131+76.4% | $6,688+140.8% |
| Admin fee / account holder | $5,050 | $16,364-69.1% | $13,901-63.7% | $13,397-62.3% |