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 | $76,707 | $90,397-15.1% | $76,002+0.9% | $145,959-47.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 0.00% | 621.97%-622.0pp | 360.07%-360.1pp | 561.95%-561.9pp |
| Employer contribution / active EE | $0 | $3,317-100.0% | $2,688-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $22,990 | $5,163+345.2% | $4,257+440.1% | $6,689+243.7% |
| Admin fee / account holder | $1,072 | $8,369-87.2% | $6,414-83.3% | $13,398-92.0% |