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 | $36,026 | $77,314-53.4% | $177,989-79.8% | $80,856-55.4% |
| Participation rate | 73.2% | 65.7%+7.5pp | 77.1%-3.9pp | 67.6%+5.5pp |
| Annual return | 16.49% | 18.09%-1.6pp | 294.48%-278.0pp | 35.59%-19.1pp |
| Employer contribution / active EE | $3,514 | $2,292+53.3% | $3,949-11.0% | $2,755+27.5% |
| Participant deferral / active EE | $4,013 | $4,411-9.0% | $6,276-36.1% | $4,296-6.6% |
| Admin fee / account holder | $4,393 | $7,191-38.9% | $10,363-57.6% | $6,918-36.5% |