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 | $42,671 | $177,572-76.0% | $154,803-72.4% | $142,382-70.0% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 94.66% | 65.07%+29.6pp | 58.88%+35.8pp | 217.08%-122.4pp |
| Employer contribution / active EE | $3,278 | $4,810-31.8% | $4,305-23.9% | $4,299-23.7% |
| Participant deferral / active EE | $6,958 | $6,272+10.9% | $5,540+25.6% | $6,507+6.9% |
| Admin fee / account holder | $4,711 | $16,786-71.9% | $14,329-67.1% | $12,624-62.7% |