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 | $179,726-76.9% | $156,263-73.4% | $142,382-70.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 26.55% | 77.86%-51.3pp | 59.47%-32.9pp | 217.08%-190.5pp |
| Employer contribution / active EE | $3,709 | $5,069-26.8% | $4,333-14.4% | $4,299-13.7% |
| Participant deferral / active EE | $11,445 | $6,956+64.5% | $6,158+85.8% | $6,507+75.9% |
| Admin fee / account holder | $590 | $17,272-96.6% | $14,255-95.9% | $12,624-95.3% |