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 | $20,435 | $159,602-87.2% | $150,045-86.4% | $142,382-85.6% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 27.29% | 70.24%-42.9pp | 62.55%-35.3pp | 217.08%-189.8pp |
| Employer contribution / active EE | $3,801 | $4,961-23.4% | $4,693-19.0% | $4,299-11.6% |
| Participant deferral / active EE | $9,670 | $8,310+16.4% | $7,997+20.9% | $6,507+48.6% |
| Admin fee / account holder | $1,965 | $14,846-86.8% | $13,435-85.4% | $12,624-84.4% |