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 | $97,526 | $88,751+9.9% | $81,812+19.2% | $145,922-33.2% |
| Participation rate | 92.3% | 75.0%+17.3pp | 72.3%+20.0pp | 80.3%+12.0pp |
| Annual return | 17.65% | 1025.40%-1007.7pp | 773.79%-756.1pp | 561.29%-543.6pp |
| Employer contribution / active EE | $1,977 | $3,083-35.9% | $2,912-32.1% | $4,660-57.6% |
| Participant deferral / active EE | $6,212 | $4,643+33.8% | $4,319+43.8% | $6,688-7.1% |
| Admin fee / account holder | $649 | $8,415-92.3% | $7,386-91.2% | $13,397-95.2% |