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 | $84,204 | $109,881-23.4% | $150,045-43.9% | $84,808-0.7% |
| Participation rate | 86.7% | 76.1%+10.6pp | 82.3%+4.3pp | 68.3%+18.4pp |
| Annual return | 0.00% | 28.25%-28.2pp | 62.55%-62.5pp | 40.90%-40.9pp |
| Employer contribution / active EE | $2,246 | $3,561-36.9% | $4,693-52.2% | $2,631-14.7% |
| Participant deferral / active EE | $5,144 | $6,636-22.5% | $7,997-35.7% | $4,212+22.1% |
| Admin fee / account holder | $745 | $8,568-91.3% | $13,435-94.5% | $7,344-89.9% |