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 | $34,438 | $102,317-66.3% | $146,958-76.6% | $80,856-57.4% |
| Participation rate | 84.3% | 75.8%+8.5pp | 82.2%+2.2pp | 67.6%+16.7pp |
| Annual return | 96.13% | 134.76%-38.6pp | 418.34%-322.2pp | 35.59%+60.5pp |
| Employer contribution / active EE | $2,157 | $3,713-41.9% | $4,933-56.3% | $2,755-21.7% |
| Participant deferral / active EE | $6,072 | $6,644-8.6% | $8,070-24.8% | $4,296+41.4% |
| Admin fee / account holder | $5,390 | $7,941-32.1% | $12,998-58.5% | $6,918-22.1% |