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 | $49,050 | $65,703-25.3% | $94,224-47.9% | $59,632-17.7% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 0.50% | 5.22%-4.7pp | 10.68%-10.2pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $2,237 | $2,021+10.7% | $3,587-37.6% | $2,203+1.5% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,536 | $4,264-17.1% | $6,269-43.6% | $4,297-17.7% |