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 | $19,595 | $177,572-89.0% | $154,803-87.3% | $142,382-86.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 549.42% | 65.07%+484.3pp | 58.88%+490.5pp | 217.08%+332.3pp |
| Employer contribution / active EE | $2,843 | $4,810-40.9% | $4,305-34.0% | $4,299-33.9% |
| Participant deferral / active EE | $2,843 | $6,272-54.7% | $5,540-48.7% | $6,507-56.3% |
| Admin fee / account holder | $1,714 | $16,786-89.8% | $14,329-88.0% | $12,624-86.4% |