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 | $64,425 | $159,934-59.7% | $147,005-56.2% | $145,959-55.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.12% | 98.24%-83.1pp | 418.76%-403.6pp | 561.95%-546.8pp |
| Employer contribution / active EE | $7,200 | $5,287+36.2% | $4,934+45.9% | $4,661+54.5% |
| Participant deferral / active EE | $23,000 | $8,427+172.9% | $8,070+185.0% | $6,689+243.9% |
| Admin fee / account holder | $349 | $15,053-97.7% | $13,006-97.3% | $13,398-97.4% |