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 | $23,679 | $111,754-78.8% | $103,333-77.1% | $145,922-83.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.82% | 24.77%-7.9pp | 24.88%-8.1pp | 561.29%-544.5pp |
| Employer contribution / active EE | $2,762 | $4,212-34.4% | $3,868-28.6% | $4,660-40.7% |
| Participant deferral / active EE | $8,668 | $5,619+54.3% | $5,057+71.4% | $6,688+29.6% |
| Admin fee / account holder | $702 | $9,750-92.8% | $8,355-91.6% | $13,397-94.8% |