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 | $30,655 | $183,519-83.3% | $155,509-80.3% | $145,922-79.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.64% | 61.17%-52.5pp | 64.67%-56.0pp | 561.29%-552.6pp |
| Employer contribution / active EE | $1,189 | $5,313-77.6% | $4,672-74.5% | $4,660-74.5% |
| Participant deferral / active EE | $1,903 | $6,462-70.6% | $5,626-66.2% | $6,688-71.5% |
| Admin fee / account holder | $310,418 | $19,313+1507.3% | $15,912+1850.8% | $13,397+2217.1% |