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 | $11,275 | $111,814-89.9% | $103,374-89.1% | $145,959-92.3% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.0pp |
| Annual return | 10.77% | 24.77%-14.0pp | 24.89%-14.1pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,716 | $4,214-59.3% | $3,869-55.6% | $4,661-63.2% |
| Participant deferral / active EE | $3,596 | $5,618-36.0% | $5,058-28.9% | $6,689-46.2% |
| Admin fee / account holder | $383 | $9,754-96.1% | $8,394-95.4% | $13,398-97.1% |