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 | $34,008 | $159,934-78.7% | $147,005-76.9% | $145,959-76.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 48.45% | 98.24%-49.8pp | 418.76%-370.3pp | 561.95%-513.5pp |
| Employer contribution / active EE | $2,383 | $5,287-54.9% | $4,934-51.7% | $4,661-48.9% |
| Participant deferral / active EE | $4,153 | $8,427-50.7% | $8,070-48.5% | $6,689-37.9% |
| Admin fee / account holder | $619 | $15,053-95.9% | $13,006-95.2% | $13,398-95.4% |