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 | $15,512 | $111,535-86.1% | $105,223-85.3% | $137,256-88.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 26.36% | 237.85%-211.5pp | 180.65%-154.3pp | 220.34%-194.0pp |
| Employer contribution / active EE | $1,841 | $3,939-53.3% | $3,689-50.1% | $4,156-55.7% |
| Participant deferral / active EE | $5,173 | $5,500-5.9% | $5,072+2.0% | $6,407-19.3% |
| Admin fee / account holder | $797 | $9,721-91.8% | $8,859-91.0% | $12,270-93.5% |