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 | $67,245 | $70,606-4.8% | $53,898+24.8% | $142,382-52.8% |
| Participation rate | 90.0% | 63.7%+26.3pp | 55.0%+35.0pp | 80.1%+9.9pp |
| Annual return | 0.00% | 619.81%-619.8pp | 528.60%-528.6pp | 217.08%-217.1pp |
| Employer contribution / active EE | $3,279 | $1,202+172.8% | $932+251.8% | $4,299-23.7% |
| Participant deferral / active EE | $2,289 | $2,364-3.2% | $1,826+25.4% | $6,507-64.8% |
| Admin fee / account holder | $6,275 | $2,852+120.1% | $2,491+151.9% | $12,624-50.3% |