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 | $44,428 | $111,814-60.3% | $93,654-52.6% | $145,959-69.6% |
| Participation rate | 92.3% | 74.2%+18.1pp | 68.7%+23.6pp | 80.3%+12.0pp |
| Annual return | -86.59% | 203.30%-289.9pp | 133.34%-219.9pp | 561.95%-648.5pp |
| Employer contribution / active EE | $35,242 | $3,092+1039.9% | $2,421+1355.8% | $4,661+656.1% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $24,407 | $10,246+138.2% | $8,282+194.7% | $13,398+82.2% |