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 | $13,953 | $114,381-87.8% | $107,525-87.0% | $142,382-90.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | -10.63% | 242.71%-253.3pp | 181.32%-192.0pp | 217.08%-227.7pp |
| Employer contribution / active EE | $1,814 | $4,015-54.8% | $3,754-51.7% | $4,299-57.8% |
| Participant deferral / active EE | $10,000 | $5,564+79.7% | $5,116+95.5% | $6,507+53.7% |
| Admin fee / account holder | $567 | $9,860-94.3% | $8,919-93.6% | $12,624-95.5% |