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 | $77,685 | $40,385+92.4% | $80,569-3.6% | $74,419+4.4% |
| Participation rate | 100.0% | 47.4%+52.6pp | 67.0%+33.0pp | 70.7%+29.3pp |
| Annual return | 0.00% | 164.85%-164.9pp | 935.43%-935.4pp | 34.38%-34.4pp |
| Employer contribution / active EE | $18,196 | $1,496+1116.2% | $2,723+568.1% | $2,637+589.9% |
| Participant deferral / active EE | $0 | $2,674-100.0% | $4,447-100.0% | $4,528-100.0% |
| Admin fee / account holder | $2,545 | $720+253.5% | $5,377-52.7% | $348+631.6% |