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 | $52,534 | $154,228-65.9% | $145,433-63.9% | $137,256-61.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 3.71% | 74.59%-70.9pp | 66.58%-62.9pp | 220.34%-216.6pp |
| Employer contribution / active EE | $2,109 | $4,804-56.1% | $4,554-53.7% | $4,156-49.3% |
| Participant deferral / active EE | $4,867 | $8,216-40.8% | $7,897-38.4% | $6,407-24.0% |
| Admin fee / account holder | $27,189 | $14,344+89.6% | $13,129+107.1% | $12,270+121.6% |