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 | $16,047 | $49,173-67.4% | $121,098-86.7% | $75,163-78.7% |
| Participation rate | 74.1% | 55.4%+18.7pp | 69.5%+4.6pp | 67.2%+6.9pp |
| Annual return | 0.00% | 55.99%-56.0pp | 985.75%-985.7pp | 160.62%-160.6pp |
| Employer contribution / active EE | $1,267 | $1,546-18.0% | $4,164-69.6% | $2,670-52.5% |
| Participant deferral / active EE | $2,881 | $2,628+9.6% | $4,080-29.4% | $4,125-30.2% |
| Admin fee / account holder | $941 | $3,942-76.1% | $5,644-83.3% | $5,651-83.3% |