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 | $95,263 | $101,724-6.4% | $164,813-42.2% | $80,856+17.8% |
| Participation rate | 97.8% | 71.8%+25.9pp | 78.6%+19.2pp | 67.6%+30.1pp |
| Annual return | -18.18% | 16.72%-34.9pp | 69.93%-88.1pp | 35.59%-53.8pp |
| Employer contribution / active EE | $22,233 | $2,953+652.8% | $4,341+412.2% | $2,755+707.1% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,031-100.0% | $4,296-100.0% |
| Admin fee / account holder | $16,984 | $8,227+106.4% | $12,690+33.8% | $6,918+145.5% |