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 | $52,738 | $148,534-64.5% | $135,903-61.2% | $139,434-62.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 79.19%-79.2pp | 68.23%-68.2pp | 372.94%-372.9pp |
| Employer contribution / active EE | $3,344 | $5,243-36.2% | $4,856-31.1% | $4,751-29.6% |
| Participant deferral / active EE | $8,007 | $8,100-1.1% | $7,758+3.2% | $6,710+19.3% |
| Admin fee / account holder | $937 | $12,400-92.4% | $10,762-91.3% | $11,403-91.8% |