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 | $7,063 | $158,398-95.5% | $126,539-94.4% | $142,382-95.0% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 13.09% | 593.76%-580.7pp | 425.95%-412.9pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,913 | $4,650-58.9% | $3,674-47.9% | $4,299-55.5% |
| Participant deferral / active EE | $1,917 | $4,767-59.8% | $4,083-53.0% | $6,507-70.5% |
| Admin fee / account holder | $1,369 | $6,918-80.2% | $6,065-77.4% | $12,624-89.2% |