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 | $28,007 | $183,519-84.7% | $155,509-82.0% | $145,922-80.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.12% | 61.17%-50.0pp | 64.67%-53.5pp | 561.29%-550.2pp |
| Employer contribution / active EE | $3,466 | $5,313-34.8% | $4,672-25.8% | $4,660-25.6% |
| Participant deferral / active EE | $13,375 | $6,462+107.0% | $5,626+137.7% | $6,688+100.0% |
| Admin fee / account holder | $477 | $19,313-97.5% | $15,912-97.0% | $13,397-96.4% |