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 | $27,395 | $81,446-66.4% | $103,374-73.5% | $80,874-66.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | -23.78% | 25.57%-49.3pp | 24.89%-48.7pp | 35.62%-59.4pp |
| Employer contribution / active EE | $12,056 | $3,107+288.0% | $3,869+211.6% | $2,756+337.5% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,841 | $6,715-27.9% | $8,394-42.3% | $6,935-30.2% |