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 | $197,166 | $183,592+7.4% | $155,567+26.7% | $145,959+35.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5173.51% | 61.24%+5112.3pp | 64.74%+5108.8pp | 561.95%+4611.6pp |
| Employer contribution / active EE | $4,083 | $5,315-23.2% | $4,674-12.7% | $4,661-12.4% |
| Participant deferral / active EE | $7,667 | $6,464+18.6% | $5,628+36.2% | $6,689+14.6% |
| Admin fee / account holder | $1,864 | $19,318-90.3% | $15,916-88.3% | $13,398-86.1% |