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 | $214,378-12.4% | $200,582-6.4% | $142,382+31.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.44% | 46.41%-30.0pp | 42.33%-25.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $6,053 | $6,841-11.5% | $6,419-5.7% | $4,299+40.8% |
| Participant deferral / active EE | $22,141 | $9,865+124.4% | $9,331+137.3% | $6,507+240.2% |
| Admin fee / account holder | $8,676 | $17,692-51.0% | $16,305-46.8% | $12,624-31.3% |