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 | $135,829 | $91,538+48.4% | $129,995+4.5% | $75,163+80.7% |
| Participation rate | 71.8% | 71.4%+0.4pp | 78.5%-6.7pp | 67.2%+4.6pp |
| Annual return | 15.95% | -631.11%+647.1pp | -137.18%+153.1pp | 160.62%-144.7pp |
| Employer contribution / active EE | $3,966 | $2,845+39.4% | $4,320-8.2% | $2,670+48.5% |
| Participant deferral / active EE | $5,292 | $4,341+21.9% | $5,820-9.1% | $4,125+28.3% |
| Admin fee / account holder | $367 | $6,790-94.6% | $10,614-96.5% | $5,651-93.5% |