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 | $31,820 | $165,984-80.8% | $164,813-80.7% | $145,922-78.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.14% | 100.03%-89.9pp | 69.93%-59.8pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,170 | $5,273-77.8% | $4,341-73.0% | $4,660-74.9% |
| Participant deferral / active EE | $3,750 | $6,959-46.1% | $6,031-37.8% | $6,688-43.9% |
| Admin fee / account holder | $693 | $16,648-95.8% | $12,690-94.5% | $13,397-94.8% |