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 | $49,951 | $111,754-55.3% | $103,333-51.7% | $145,922-65.8% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 7.27% | 24.77%-17.5pp | 24.88%-17.6pp | 561.29%-554.0pp |
| Employer contribution / active EE | $2,491 | $4,212-40.9% | $3,868-35.6% | $4,660-46.5% |
| Participant deferral / active EE | $16,550 | $5,619+194.6% | $5,057+227.2% | $6,688+147.5% |
| Admin fee / account holder | $359 | $9,750-96.3% | $8,355-95.7% | $13,397-97.3% |