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 | $193,089 | $181,894+6.2% | $156,549+23.3% | $273,961-29.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 10.40% | 30.74%-20.3pp | 32.23%-21.8pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,571 | $6,248-74.8% | $5,501-71.4% | $4,869-67.7% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,892 | $15,559-87.8% | $13,027-85.5% | $10,132-81.3% |