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 | $32,543 | $112,729-71.1% | $98,716-67.0% | $137,256-76.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.10% | 38.48%-26.4pp | 31.81%-19.7pp | 220.34%-208.2pp |
| Employer contribution / active EE | $2,468 | $2,725-9.4% | $2,279+8.3% | $4,156-40.6% |
| Participant deferral / active EE | $14,175 | $4,640+205.5% | $4,048+250.2% | $6,407+121.2% |
| Admin fee / account holder | $744 | $10,129-92.7% | $8,703-91.5% | $12,270-93.9% |