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 | $93,805 | $104,974-10.6% | $95,585-1.9% | $142,382-34.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 186.43% | 210.33%-23.9pp | 38.56%+147.9pp | 217.08%-30.6pp |
| Employer contribution / active EE | $3,063 | $2,779+10.2% | $2,527+21.2% | $4,299-28.8% |
| Participant deferral / active EE | $17,750 | $4,352+307.9% | $4,023+341.3% | $6,507+172.8% |
| Admin fee / account holder | $385 | $6,386-94.0% | $6,127-93.7% | $12,624-97.0% |