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 | $108,457 | $67,331+61.1% | $60,874+78.2% | $134,475-19.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -11.96% | 49.93%-61.9pp | 16.90%-28.9pp | 417.96%-429.9pp |
| Employer contribution / active EE | $8,864 | $3,096+186.3% | $2,701+228.1% | $4,740+87.0% |
| Participant deferral / active EE | $7,735 | $4,538+70.4% | $3,817+102.7% | $6,400+20.9% |
| Admin fee / account holder | $2,610 | $4,582-43.0% | $3,224-19.0% | $11,426-77.2% |