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 | $16,689 | $177,572-90.6% | $154,803-89.2% | $142,382-88.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 8.58% | 65.07%-56.5pp | 58.88%-50.3pp | 217.08%-208.5pp |
| Employer contribution / active EE | $3,561 | $4,810-26.0% | $4,305-17.3% | $4,299-17.2% |
| Participant deferral / active EE | $10,828 | $6,272+72.6% | $5,540+95.4% | $6,507+66.4% |
| Admin fee / account holder | $42,728 | $16,786+154.5% | $14,329+198.2% | $12,624+238.5% |