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 | $102,340 | $169,032-39.5% | $129,207-20.8% | $145,922-29.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.92% | 14330.11%-14318.2pp | 9417.33%-9405.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $31,318 | $5,537+465.7% | $4,153+654.1% | $4,660+572.1% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,168-100.0% | $6,688-100.0% |
| Admin fee / account holder | $714 | $9,954-92.8% | $7,715-90.7% | $13,397-94.7% |