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 | $17,137 | $70,606-75.7% | $53,898-68.2% | $142,382-88.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 32.66% | 619.81%-587.1pp | 528.60%-495.9pp | 217.08%-184.4pp |
| Employer contribution / active EE | $5,665 | $1,202+371.2% | $932+507.7% | $4,299+31.8% |
| Participant deferral / active EE | $6,889 | $2,364+191.4% | $1,826+277.2% | $6,507+5.9% |
| Admin fee / account holder | $833 | $2,852-70.8% | $2,491-66.6% | $12,624-93.4% |