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 | $40,753 | $112,729-63.8% | $98,716-58.7% | $137,256-70.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 13.34% | 38.48%-25.1pp | 31.81%-18.5pp | 220.34%-207.0pp |
| Employer contribution / active EE | $1,851 | $2,725-32.1% | $2,279-18.8% | $4,156-55.5% |
| Participant deferral / active EE | $2,571 | $4,640-44.6% | $4,048-36.5% | $6,407-59.9% |
| Admin fee / account holder | $7,093 | $10,129-30.0% | $8,703-18.5% | $12,270-42.2% |