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 | $41,463 | $74,888-44.6% | $71,209-41.8% | $142,382-70.9% |
| Participation rate | 93.8% | 76.2%+17.5pp | 73.8%+20.0pp | 80.1%+13.6pp |
| Annual return | 22.18% | 345.14%-323.0pp | 282.51%-260.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $2,960 | $2,854+3.7% | $2,721+8.8% | $4,299-31.2% |
| Participant deferral / active EE | $2,672 | $4,454-40.0% | $4,175-36.0% | $6,507-58.9% |
| Admin fee / account holder | $385 | $5,568-93.1% | $5,349-92.8% | $12,624-97.0% |