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 | $115,839 | $89,753+29.1% | $107,525+7.7% | $84,808+36.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 8.98% | 29.48%-20.5pp | 181.32%-172.3pp | 40.90%-31.9pp |
| Employer contribution / active EE | $1,673 | $3,113-46.3% | $3,754-55.4% | $2,631-36.4% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $1,441 | $7,222-80.0% | $8,919-83.8% | $7,344-80.4% |