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 | $58,346 | $111,724-47.8% | $93,606-37.7% | $145,922-60.0% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 14.28% | 202.98%-188.7pp | 133.20%-118.9pp | 561.29%-547.0pp |
| Employer contribution / active EE | $2,534 | $3,090-18.0% | $2,420+4.7% | $4,660-45.6% |
| Participant deferral / active EE | $5,753 | $4,912+17.1% | $4,411+30.4% | $6,688-14.0% |
| Admin fee / account holder | $2,734 | $10,250-73.3% | $8,285-67.0% | $13,397-79.6% |