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 | $50,002 | $81,460-38.6% | $103,333-51.6% | $80,856-38.2% |
| Participation rate | 98.3% | 66.8%+31.5pp | 74.5%+23.8pp | 67.6%+30.7pp |
| Annual return | 41.59% | 25.55%+16.0pp | 24.88%+16.7pp | 35.59%+6.0pp |
| Employer contribution / active EE | $8,676 | $3,105+179.4% | $3,868+124.3% | $2,755+214.9% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $5,100 | $6,566-22.3% | $8,355-39.0% | $6,918-26.3% |