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 | $28,610 | $177,572-83.9% | $154,803-81.5% | $142,382-79.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 30.23% | 65.07%-34.8pp | 58.88%-28.7pp | 217.08%-186.8pp |
| Employer contribution / active EE | $2,860 | $4,810-40.6% | $4,305-33.6% | $4,299-33.5% |
| Participant deferral / active EE | $7,024 | $6,272+12.0% | $5,540+26.8% | $6,507+7.9% |
| Admin fee / account holder | $1,970 | $16,786-88.3% | $14,329-86.3% | $12,624-84.4% |