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 | $171,471 | $92,798+84.8% | $96,707+77.3% | $137,256+24.9% |
| Participation rate | 77.8% | 81.6%-3.9pp | 80.4%-2.6pp | 80.0%-2.2pp |
| Annual return | 0.00% | 31.24%-31.2pp | 34.78%-34.8pp | 220.34%-220.3pp |
| Employer contribution / active EE | $3,148 | $4,147-24.1% | $4,191-24.9% | $4,156-24.2% |
| Participant deferral / active EE | $5,679 | $5,877-3.4% | $5,997-5.3% | $6,407-11.4% |
| Admin fee / account holder | $1,523 | $7,946-80.8% | $7,503-79.7% | $12,270-87.6% |