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 | $87,497 | $81,460+7.4% | $103,333-15.3% | $80,856+8.2% |
| Participation rate | 91.4% | 66.8%+24.6pp | 74.5%+16.9pp | 67.6%+23.8pp |
| Annual return | 0.00% | 25.55%-25.5pp | 24.88%-24.9pp | 35.59%-35.6pp |
| Employer contribution / active EE | $15,687 | $3,105+405.2% | $3,868+305.6% | $2,755+469.4% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $5,601 | $6,566-14.7% | $8,355-33.0% | $6,918-19.0% |