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 | $234,180 | $172,111+36.1% | $150,298+55.8% | $137,256+70.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.07% | 69.37%-58.3pp | 62.79%-51.7pp | 220.34%-209.3pp |
| Employer contribution / active EE | $3,100 | $4,636-33.1% | $4,154-25.4% | $4,156-25.4% |
| Participant deferral / active EE | $10,916 | $6,166+77.1% | $5,453+100.2% | $6,407+70.4% |
| Admin fee / account holder | $103,433 | $16,471+528.0% | $14,116+632.7% | $12,270+743.0% |