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 | $90,348-15.1% | $75,972+1.0% | $145,922-47.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 0.00% | 620.88%-620.9pp | 359.55%-359.5pp | 561.29%-561.3pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $22,990 | $5,162+345.4% | $4,255+440.2% | $6,688+243.8% |
| Admin fee / account holder | $1,072 | $8,467-87.3% | $6,467-83.4% | $13,397-92.0% |