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 | $172,889 | $81,840+111.3% | $63,412+172.6% | $125,391+37.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 67.1%+32.9pp | 83.2%+16.8pp |
| Annual return | -0.08% | -0.10%0pp | 4.04%-4.1pp | 282.22%-282.3pp |
| Employer contribution / active EE | $13,440 | $2,377+465.5% | $1,814+640.8% | $4,866+176.2% |
| Participant deferral / active EE | $0 | $3,064-100.0% | $2,496-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,371 | $4,951-52.1% | $3,753-36.8% | $9,540-75.2% |