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 | $111,724-60.2% | $93,606-52.5% | $145,922-69.6% |
| Participation rate | 92.3% | 74.2%+18.1pp | 68.7%+23.6pp | 80.3%+12.0pp |
| Annual return | -86.59% | 202.98%-289.6pp | 133.20%-219.8pp | 561.29%-647.9pp |
| Employer contribution / active EE | $35,242 | $3,090+1040.6% | $2,420+1356.4% | $4,660+656.3% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $4,411-100.0% | $6,688-100.0% |
| Admin fee / account holder | $24,407 | $10,250+138.1% | $8,285+194.6% | $13,397+82.2% |