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 | $217,698 | $109,413+99.0% | $156,263+39.3% | $84,808+156.7% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 5.41% | 20.18%-14.8pp | 59.47%-54.1pp | 40.90%-35.5pp |
| Employer contribution / active EE | $1,542 | $2,907-47.0% | $4,333-64.4% | $2,631-41.4% |
| Participant deferral / active EE | $0 | $4,590-100.0% | $6,158-100.0% | $4,212-100.0% |
| Admin fee / account holder | $55,671 | $9,357+495.0% | $14,255+290.5% | $7,344+658.1% |