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 | $94,338+81.8% | $100,534+70.6% | $142,382+20.4% |
| Participation rate | 77.8% | 81.7%-4.0pp | 80.6%-2.8pp | 80.1%-2.3pp |
| Annual return | 0.00% | 29.20%-29.2pp | 32.66%-32.7pp | 217.08%-217.1pp |
| Employer contribution / active EE | $3,148 | $4,237-25.7% | $4,346-27.6% | $4,299-26.8% |
| Participant deferral / active EE | $5,679 | $5,934-4.3% | $6,144-7.6% | $6,507-12.7% |
| Admin fee / account holder | $1,523 | $8,421-81.9% | $7,654-80.1% | $12,624-87.9% |