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 | $117,983-72.4% | $101,794-68.0% | $142,382-77.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 12.10% | 36.92%-24.8pp | 30.53%-18.4pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,468 | $2,773-11.0% | $2,289+7.8% | $4,299-42.6% |
| Participant deferral / active EE | $14,175 | $4,714+200.7% | $4,084+247.1% | $6,507+117.8% |
| Admin fee / account holder | $744 | $10,433-92.9% | $8,777-91.5% | $12,624-94.1% |