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 | $104,173 | $43,327+140.4% | $59,878+74.0% | $64,186+62.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -2.21% | -1.55%-0.7pp | 3.46%-5.7pp | 7.63%-9.8pp |
| Employer contribution / active EE | $4,131 | $2,028+103.6% | $2,722+51.8% | $2,381+73.5% |
| Participant deferral / active EE | $0 | $2,546-100.0% | $3,402-100.0% | $3,470-100.0% |
| Admin fee / account holder | $3,853 | $3,005+28.2% | $3,590+7.3% | $4,888-21.2% |