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 | $42,150 | $159,934-73.6% | $147,005-71.3% | $145,959-71.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 18.57% | 98.24%-79.7pp | 418.76%-400.2pp | 561.95%-543.4pp |
| Employer contribution / active EE | $6,783 | $5,287+28.3% | $4,934+37.5% | $4,661+45.5% |
| Participant deferral / active EE | $18,531 | $8,427+119.9% | $8,070+129.6% | $6,689+177.1% |
| Admin fee / account holder | $6,624 | $15,053-56.0% | $13,006-49.1% | $13,398-50.6% |