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 | $10,930 | $80,717-86.5% | $154,803-92.9% | $84,808-87.1% |
| Participation rate | 93.9% | 66.8%+27.1pp | 78.1%+15.9pp | 68.3%+25.6pp |
| Annual return | 24.92% | 37.96%-13.0pp | 58.88%-34.0pp | 40.90%-16.0pp |
| Employer contribution / active EE | $1,398 | $2,761-49.4% | $4,305-67.5% | $2,631-46.9% |
| Participant deferral / active EE | $2,379 | $3,303-28.0% | $5,540-57.1% | $4,212-43.5% |
| Admin fee / account holder | $316 | $6,746-95.3% | $14,329-97.8% | $7,344-95.7% |