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 | $169,245 | $138,347+22.3% | $184,203-8.1% | $80,856+109.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | -1.09% | 20.02%-21.1pp | 28.81%-29.9pp | 35.59%-36.7pp |
| Employer contribution / active EE | $3,761 | $4,850-22.5% | $6,427-41.5% | $2,755+36.5% |
| Participant deferral / active EE | $5,329 | $7,071-24.6% | $9,131-41.6% | $4,296+24.1% |
| Admin fee / account holder | $3,324 | $10,483-68.3% | $13,901-76.1% | $6,918-51.9% |