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 | $114,405 | $179,726-36.3% | $156,263-26.8% | $142,382-19.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 0.00% | 77.86%-77.9pp | 59.47%-59.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $2,261 | $5,069-55.4% | $4,333-47.8% | $4,299-47.4% |
| Participant deferral / active EE | $16,304 | $6,956+134.4% | $6,158+164.7% | $6,507+150.6% |
| Admin fee / account holder | $357 | $17,272-97.9% | $14,255-97.5% | $12,624-97.2% |