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 | $33,586 | $114,381-70.6% | $107,525-68.8% | $142,382-76.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 24.30% | 242.71%-218.4pp | 181.32%-157.0pp | 217.08%-192.8pp |
| Employer contribution / active EE | $4,408 | $4,015+9.8% | $3,754+17.4% | $4,299+2.5% |
| Participant deferral / active EE | $8,603 | $5,564+54.6% | $5,116+68.2% | $6,507+32.2% |
| Admin fee / account holder | $310 | $9,860-96.9% | $8,919-96.5% | $12,624-97.5% |