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 | $44,500 | $110,517-59.7% | - | $145,959-69.5% |
| Participation rate | 100.0% | 68.2%+31.8pp | - | 80.3%+19.7pp |
| Annual return | 4.36% | 17.64%-13.3pp | - | 561.95%-557.6pp |
| Employer contribution / active EE | $312 | $5,676-94.5% | - | $4,661-93.3% |
| Participant deferral / active EE | $692 | $5,565-87.6% | - | $6,689-89.7% |
| Admin fee / account holder | $317 | $6,295-95.0% | - | $13,398-97.6% |