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 | $98,145 | $72,396+35.6% | $67,511+45.4% | $145,959-32.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 15.15% | 7194.07%-7178.9pp | 3517.41%-3502.3pp | 561.95%-546.8pp |
| Employer contribution / active EE | $2,083 | $3,071-32.2% | $2,733-23.8% | $4,661-55.3% |
| Participant deferral / active EE | $1,067 | $4,781-77.7% | $4,000-73.3% | $6,689-84.1% |
| Admin fee / account holder | $5,712 | $5,538+3.1% | $3,999+42.9% | $13,398-57.4% |