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 | $36,871 | $99,877-63.1% | $84,966-56.6% | $145,922-74.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.50% | 83.76%-70.3pp | 66.38%-52.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,141 | $3,231-33.7% | $2,727-21.5% | $4,660-54.0% |
| Participant deferral / active EE | $2,466 | $5,291-53.4% | $4,519-45.4% | $6,688-63.1% |
| Admin fee / account holder | $2,479 | $7,248-65.8% | $6,149-59.7% | $13,397-81.5% |