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 | $62,872 | $39,122+60.7% | $57,179+10.0% | $62,8910% |
| Participation rate | 81.0% | 70.5%+10.4pp | 75.3%+5.6pp | 69.3%+11.6pp |
| Annual return | 0.65% | 9.23%-8.6pp | 14.59%-13.9pp | 20.14%-19.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,049 | $2,374+28.5% | $3,096-1.5% | $3,203-4.8% |
| Admin fee / account holder | $4,821 | $2,592+86.0% | $3,139+53.6% | $4,296+12.2% |