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 | $80,057 | $111,814-28.4% | $93,654-14.5% | $145,959-45.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 0.00% | 203.30%-203.3pp | 133.34%-133.3pp | 561.95%-561.9pp |
| Employer contribution / active EE | $43,500 | $3,092+1307.1% | $2,421+1696.9% | $4,661+833.3% |
| Participant deferral / active EE | $30,000 | $4,914+510.4% | $4,413+579.8% | $6,689+348.5% |
| Admin fee / account holder | $641 | $10,246-93.7% | $8,282-92.3% | $13,398-95.2% |