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 | $41,606 | $178,174-76.6% | $156,181-73.4% | $137,256-69.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 26.55% | 84.19%-57.6pp | 64.87%-38.3pp | 220.34%-193.8pp |
| Employer contribution / active EE | $3,709 | $4,972-25.4% | $4,294-13.6% | $4,156-10.8% |
| Participant deferral / active EE | $11,445 | $6,888+66.2% | $6,132+86.6% | $6,407+78.6% |
| Admin fee / account holder | $590 | $17,404-96.6% | $14,586-96.0% | $12,270-95.2% |