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 | $22,279 | $84,695-73.7% | $73,843-69.8% | $125,391-82.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 0.00% | 3123.53%-3123.5pp | 2267.84%-2267.8pp | 282.22%-282.2pp |
| Employer contribution / active EE | $1,993 | $3,123-36.2% | $2,787-28.5% | $4,866-59.0% |
| Participant deferral / active EE | $3,851 | $3,992-3.5% | $3,583+7.5% | $5,352-28.0% |
| Admin fee / account holder | $1,563 | $5,691-72.5% | $4,880-68.0% | $9,540-83.6% |