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 | $59,588 | $177,572-66.4% | $154,803-61.5% | $142,382-58.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -16.46% | 65.07%-81.5pp | 58.88%-75.3pp | 217.08%-233.5pp |
| Employer contribution / active EE | $5,918 | $4,810+23.0% | $4,305+37.5% | $4,299+37.7% |
| Participant deferral / active EE | $4,188 | $6,272-33.2% | $5,540-24.4% | $6,507-35.6% |
| Admin fee / account holder | $1,032 | $16,786-93.9% | $14,329-92.8% | $12,624-91.8% |