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 | $167,297 | $117,841+42.0% | $102,423+63.3% | $145,922+14.6% |
| Participation rate | 95.2% | 78.6%+16.7pp | 76.5%+18.7pp | 80.3%+15.0pp |
| Annual return | -9.76% | 31.65%-41.4pp | 29.32%-39.1pp | 561.29%-571.0pp |
| Employer contribution / active EE | $11,664 | $3,615+222.7% | $3,023+285.8% | $4,660+150.3% |
| Participant deferral / active EE | $0 | $5,731-100.0% | $5,053-100.0% | $6,688-100.0% |
| Admin fee / account holder | $8,986 | $13,326-32.6% | $9,451-4.9% | $13,397-32.9% |