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 | $108,314 | $201,259-46.2% | $184,200-41.2% | $145,959-25.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.35% | 28.98%-0.6pp | 28.80%-0.4pp | 561.95%-533.6pp |
| Employer contribution / active EE | $3,777 | $7,018-46.2% | $6,424-41.2% | $4,661-19.0% |
| Participant deferral / active EE | $20,333 | $9,806+107.3% | $9,132+122.7% | $6,689+204.0% |
| Admin fee / account holder | $2,564 | $16,372-84.3% | $13,907-81.6% | $13,398-80.9% |