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 | $187,835 | $209,336-10.3% | $197,124-4.7% | $137,256+36.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.44% | 48.09%-31.7pp | 44.34%-27.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $6,053 | $6,591-8.2% | $6,227-2.8% | $4,156+45.6% |
| Participant deferral / active EE | $22,141 | $9,614+130.3% | $9,135+142.4% | $6,407+245.6% |
| Admin fee / account holder | $8,676 | $17,308-49.9% | $16,298-46.8% | $12,270-29.3% |