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 | $63,756 | $48,230+32.2% | $67,502-5.5% | $80,856-21.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 13.28% | 18.28%-5.0pp | 3512.12%-3498.8pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,560 | $2,020+26.7% | $2,731-6.3% | $2,755-7.1% |
| Participant deferral / active EE | $1,024 | $2,924-65.0% | $4,000-74.4% | $4,296-76.2% |
| Admin fee / account holder | $3,336 | $3,681-9.4% | $3,998-16.6% | $6,918-51.8% |