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 | $122,579 | $81,460+50.5% | $103,333+18.6% | $80,856+51.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 400.64% | 25.55%+375.1pp | 24.88%+375.8pp | 35.59%+365.1pp |
| Employer contribution / active EE | $7,871 | $3,105+153.5% | $3,868+103.5% | $2,755+185.7% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $4,603 | $6,566-29.9% | $8,355-44.9% | $6,918-33.5% |