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 | $24,127 | $172,111-86.0% | $150,298-83.9% | $137,256-82.4% |
| Participation rate | 76.9% | 81.7%-4.8pp | 77.8%-0.8pp | 80.0%-3.0pp |
| Annual return | 18.87% | 69.37%-50.5pp | 62.79%-43.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,540 | $4,636-66.8% | $4,154-62.9% | $4,156-63.0% |
| Participant deferral / active EE | $2,852 | $6,166-53.7% | $5,453-47.7% | $6,407-55.5% |
| Admin fee / account holder | $2,953 | $16,471-82.1% | $14,116-79.1% | $12,270-75.9% |