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 | $44,716 | $95,453-53.2% | $112,040-60.1% | $82,448-45.8% |
| Participation rate | 96.2% | 72.8%+23.4pp | 76.5%+19.7pp | 68.1%+28.1pp |
| Annual return | 26.80% | 23.92%+2.9pp | 24.52%+2.3pp | 41.64%-14.8pp |
| Employer contribution / active EE | $4,536 | $2,318+95.7% | $2,954+53.6% | $2,551+77.8% |
| Participant deferral / active EE | $7,480 | $4,224+77.1% | $5,098+46.7% | $4,139+80.7% |
| Admin fee / account holder | $1,861 | $9,013-79.4% | $12,098-84.6% | $7,234-74.3% |