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 | $169,118 | $124,425+35.9% | $112,040+50.9% | $137,256+23.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.29% | 24.72%-6.4pp | 24.52%-6.2pp | 220.34%-202.1pp |
| Employer contribution / active EE | $2,327 | $3,411-31.8% | $2,954-21.2% | $4,156-44.0% |
| Participant deferral / active EE | $5,105 | $5,718-10.7% | $5,098+0.1% | $6,407-20.3% |
| Admin fee / account holder | $2,939 | $15,207-80.7% | $12,098-75.7% | $12,270-76.0% |