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 | $147,444 | $101,724+44.9% | $164,813-10.5% | $80,856+82.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 15.39% | 16.72%-1.3pp | 69.93%-54.5pp | 35.59%-20.2pp |
| Employer contribution / active EE | $3,738 | $2,953+26.6% | $4,341-13.9% | $2,755+35.7% |
| Participant deferral / active EE | $5,071 | $4,477+13.3% | $6,031-15.9% | $4,296+18.0% |
| Admin fee / account holder | $69,322 | $8,227+742.6% | $12,690+446.3% | $6,918+902.1% |