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 | $98,833 | $60,022+64.7% | $88,946+11.1% | $84,808+16.5% |
| Participation rate | 98.0% | 57.8%+40.2pp | 68.8%+29.2pp | 68.3%+29.7pp |
| Annual return | 15.36% | 22.43%-7.1pp | 57.82%-42.5pp | 40.90%-25.5pp |
| Employer contribution / active EE | $10,837 | $1,703+536.4% | $2,555+324.1% | $2,631+311.9% |
| Participant deferral / active EE | $0 | $3,114-100.0% | $4,581-100.0% | $4,212-100.0% |
| Admin fee / account holder | $3,223 | $4,811-33.0% | $8,261-61.0% | $7,344-56.1% |