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 | $161,643 | $77,503+108.6% | $100,391+61.0% | $80,856+99.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | -10.72% | 37.20%-47.9pp | 49.20%-59.9pp | 35.59%-46.3pp |
| Employer contribution / active EE | $21,241 | $2,801+658.4% | $3,942+438.9% | $2,755+671.0% |
| Participant deferral / active EE | $0 | $6,820-100.0% | $8,082-100.0% | $4,296-100.0% |
| Admin fee / account holder | $12,219 | $5,897+107.2% | $7,899+54.7% | $6,918+76.6% |