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 | $64,355 | $39,122+64.5% | $57,179+12.6% | $62,891+2.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 9.59% | 9.23%+0.4pp | 14.59%-5.0pp | 20.14%-10.6pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,682-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,415 | $2,374+86.0% | $3,096+42.6% | $3,203+37.8% |
| Admin fee / account holder | $313 | $2,592-87.9% | $3,139-90.0% | $4,296-92.7% |