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 | $33,143 | $150,187-77.9% | $120,354-72.5% | $145,922-77.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 0.00% | 154.07%-154.1pp | 107.15%-107.1pp | 561.29%-561.3pp |
| Employer contribution / active EE | $10,250 | $4,348+135.8% | $3,463+196.0% | $4,660+120.0% |
| Participant deferral / active EE | $30,000 | $6,173+386.0% | $4,991+501.1% | $6,688+348.6% |
| Admin fee / account holder | $10,250 | $12,207-16.0% | $9,423+8.8% | $13,397-23.5% |