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 | $107,586 | $179,726-40.1% | $156,263-31.2% | $142,382-24.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 11.38% | 77.86%-66.5pp | 59.47%-48.1pp | 217.08%-205.7pp |
| Employer contribution / active EE | $3,627 | $5,069-28.5% | $4,333-16.3% | $4,299-15.6% |
| Participant deferral / active EE | $7,325 | $6,956+5.3% | $6,158+18.9% | $6,507+12.6% |
| Admin fee / account holder | $14,865 | $17,272-13.9% | $14,255+4.3% | $12,624+17.8% |