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 | $25,726 | $76,738-66.5% | $56,411-54.4% | $145,922-82.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 8.52% | 2994.23%-2985.7pp | 1701.33%-1692.8pp | 561.29%-552.8pp |
| Employer contribution / active EE | $1,732 | $1,380+25.5% | $1,039+66.8% | $4,660-62.8% |
| Participant deferral / active EE | $9,700 | $2,623+269.9% | $1,952+397.0% | $6,688+45.0% |
| Admin fee / account holder | $540 | $3,334-83.8% | $2,829-80.9% | $13,397-96.0% |