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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,133 | $48,230+151.2% | $67,502+79.5% | $80,856+49.8% |
| Participation rate | 97.6% | 66.4%+31.2pp | 72.9%+24.7pp | 67.6%+30.0pp |
| Annual return | 12.46% | 18.28%-5.8pp | 3512.12%-3499.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $9,519 | $2,020+371.3% | $2,731+248.6% | $2,755+245.5% |
| Participant deferral / active EE | $6,804 | $2,924+132.7% | $4,000+70.1% | $4,296+58.4% |
| Admin fee / account holder | $11,668 | $3,681+217.0% | $3,998+191.9% | $6,918+68.7% |