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 | $30,131 | $81,248-62.9% | $155,509-80.6% | $80,856-62.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 45.69% | 33.31%+12.4pp | 64.67%-19.0pp | 35.59%+10.1pp |
| Employer contribution / active EE | $3,498 | $3,100+12.8% | $4,672-25.1% | $2,755+27.0% |
| Participant deferral / active EE | $7,136 | $3,452+106.7% | $5,626+26.8% | $4,296+66.1% |
| Admin fee / account holder | $1,827 | $7,997-77.2% | $15,912-88.5% | $6,918-73.6% |