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 | $20,127 | $72,071-72.1% | $68,368-70.6% | $137,256-85.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.93% | 353.14%-329.2pp | 292.57%-268.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $4,101 | $2,788+47.1% | $2,649+54.8% | $4,156-1.3% |
| Participant deferral / active EE | $7,405 | $4,410+67.9% | $4,123+79.6% | $6,407+15.6% |
| Admin fee / account holder | $322 | $5,336-94.0% | $5,150-93.7% | $12,270-97.4% |