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 | $34,519 | $77,634-55.5% | $156,549-78.0% | $62,891-45.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 0.44% | 50.32%-49.9pp | 32.23%-31.8pp | 20.14%-19.7pp |
| Employer contribution / active EE | $5,854 | $3,444+70.0% | $5,501+6.4% | $2,281+156.7% |
| Participant deferral / active EE | $1,541 | $3,045-49.4% | $4,871-68.4% | $3,203-51.9% |
| Admin fee / account holder | $1,894 | $5,561-65.9% | $13,027-85.5% | $4,296-55.9% |