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 | $96,564 | $89,753+7.6% | $107,525-10.2% | $84,808+13.9% |
| Participation rate | 98.3% | 68.1%+30.3pp | 75.1%+23.3pp | 68.3%+30.0pp |
| Annual return | 74.40% | 29.48%+44.9pp | 181.32%-106.9pp | 40.90%+33.5pp |
| Employer contribution / active EE | $8,689 | $3,113+179.1% | $3,754+131.5% | $2,631+230.3% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $6,527 | $7,222-9.6% | $8,919-26.8% | $7,344-11.1% |