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 | $2,871 | $74,888-96.2% | $71,209-96.0% | $142,382-98.0% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 0.00% | 345.14%-345.1pp | 282.51%-282.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $1,199 | $2,854-58.0% | $2,721-55.9% | $4,299-72.1% |
| Participant deferral / active EE | $2,021 | $4,454-54.6% | $4,175-51.6% | $6,507-68.9% |
| Admin fee / account holder | $561 | $5,568-89.9% | $5,349-89.5% | $12,624-95.6% |