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 | $64,320 | $72,177-10.9% | $115,037-44.1% | $59,632+7.9% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -1.33% | 12.02%-13.4pp | 26.14%-27.5pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $7,410 | $2,841+160.8% | $4,608+60.8% | $2,203+236.4% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,547 | $4,927-28.0% | $8,175-56.6% | $4,297-17.5% |