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 | $82,813 | $56,053+47.7% | $75,972+9.0% | $80,856+2.4% |
| Participation rate | 94.5% | 62.0%+32.5pp | 69.1%+25.5pp | 67.6%+26.9pp |
| Annual return | -32.69% | 20.53%-53.2pp | 359.55%-392.2pp | 35.59%-68.3pp |
| Employer contribution / active EE | $3,828 | $1,874+104.3% | $2,685+42.6% | $2,755+39.0% |
| Participant deferral / active EE | $0 | $3,052-100.0% | $4,255-100.0% | $4,296-100.0% |
| Admin fee / account holder | $3,973 | $5,234-24.1% | $6,467-38.6% | $6,918-42.6% |