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 | $183,259 | $81,460+125.0% | $103,333+77.3% | $80,856+126.6% |
| Participation rate | 97.5% | 66.8%+30.7pp | 74.5%+23.0pp | 67.6%+29.9pp |
| Annual return | 46.35% | 25.55%+20.8pp | 24.88%+21.5pp | 35.59%+10.8pp |
| Employer contribution / active EE | $3,525 | $3,105+13.5% | $3,868-8.9% | $2,755+28.0% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,123 | $6,566-67.7% | $8,355-74.6% | $6,918-69.3% |