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 | $89,053 | $74,927+18.9% | $101,794-12.5% | $84,808+5.0% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.2%+30.8pp | 68.3%+31.7pp |
| Annual return | 21.05% | 18.70%+2.4pp | 30.53%-9.5pp | 40.90%-19.8pp |
| Employer contribution / active EE | $30,288 | $1,522+1890.2% | $2,289+1223.2% | $2,631+1051.2% |
| Participant deferral / active EE | $0 | $3,099-100.0% | $4,084-100.0% | $4,212-100.0% |
| Admin fee / account holder | $30,402 | $6,514+366.7% | $8,777+246.4% | $7,344+314.0% |