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 | $85,167 | $81,248+4.8% | $155,509-45.2% | $80,856+5.3% |
| Participation rate | 74.6% | 66.2%+8.4pp | 78.2%-3.5pp | 67.6%+7.0pp |
| Annual return | 10.92% | 33.31%-22.4pp | 64.67%-53.7pp | 35.59%-24.7pp |
| Employer contribution / active EE | $2,259 | $3,100-27.1% | $4,672-51.7% | $2,755-18.0% |
| Participant deferral / active EE | $2,856 | $3,452-17.3% | $5,626-49.2% | $4,296-33.5% |
| Admin fee / account holder | $8,582 | $7,997+7.3% | $15,912-46.1% | $6,918+24.0% |