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 | $28,909 | $179,726-83.9% | $156,263-81.5% | $142,382-79.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.55% | 77.86%-57.3pp | 59.47%-38.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $3,188 | $5,069-37.1% | $4,333-26.4% | $4,299-25.8% |
| Participant deferral / active EE | $7,994 | $6,956+14.9% | $6,158+29.8% | $6,507+22.9% |
| Admin fee / account holder | $1,481 | $17,272-91.4% | $14,255-89.6% | $12,624-88.3% |