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 | $41,111 | $109,881-62.6% | $150,045-72.6% | $84,808-51.5% |
| Participation rate | 95.1% | 76.1%+19.0pp | 82.3%+12.8pp | 68.3%+26.8pp |
| Annual return | 18.05% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.8pp |
| Employer contribution / active EE | $2,450 | $3,561-31.2% | $4,693-47.8% | $2,631-6.9% |
| Participant deferral / active EE | $8,053 | $6,636+21.3% | $7,997+0.7% | $4,212+91.2% |
| Admin fee / account holder | $5,115 | $8,568-40.3% | $13,435-61.9% | $7,344-30.3% |