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 | $41,892 | $97,125-56.9% | $86,233-51.4% | $137,256-69.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 0.00% | 74.19%-74.2pp | 61.39%-61.4pp | 220.34%-220.3pp |
| Employer contribution / active EE | $22,601 | $2,841+695.5% | $2,504+802.5% | $4,156+443.8% |
| Participant deferral / active EE | $17,327 | $5,180+234.5% | $4,559+280.1% | $6,407+170.4% |
| Admin fee / account holder | $440 | $9,725-95.5% | $8,342-94.7% | $12,270-96.4% |