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 | $214,766 | $117,841+82.3% | $102,423+109.7% | $145,922+47.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 16.99% | 31.65%-14.7pp | 29.32%-12.3pp | 561.29%-544.3pp |
| Employer contribution / active EE | $31,102 | $3,615+760.4% | $3,023+928.7% | $4,660+567.5% |
| Participant deferral / active EE | $12,856 | $5,731+124.3% | $5,053+154.4% | $6,688+92.2% |
| Admin fee / account holder | $1,732 | $13,326-87.0% | $9,451-81.7% | $13,397-87.1% |