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 | $53,620 | $127,065-57.8% | $113,168-52.6% | $142,382-62.3% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 0.77% | 24.03%-23.3pp | 24.27%-23.5pp | 217.08%-216.3pp |
| Employer contribution / active EE | $3,587 | $3,442+4.2% | $2,975+20.6% | $4,299-16.6% |
| Participant deferral / active EE | $2,117 | $5,716-63.0% | $5,107-58.5% | $6,507-67.5% |
| Admin fee / account holder | $272,346 | $15,736+1630.7% | $12,068+2156.8% | $12,624+2057.4% |