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 | $76,407-85.7% | $150,298-92.7% | $82,448-86.7% |
| Participation rate | 93.9% | 66.4%+27.5pp | 77.8%+16.2pp | 68.1%+25.9pp |
| Annual return | 24.92% | 39.99%-15.1pp | 62.79%-37.9pp | 41.64%-16.7pp |
| Employer contribution / active EE | $1,398 | $2,614-46.5% | $4,154-66.4% | $2,551-45.2% |
| Participant deferral / active EE | $2,379 | $3,214-26.0% | $5,453-56.4% | $4,139-42.5% |
| Admin fee / account holder | $316 | $6,352-95.0% | $14,116-97.8% | $7,234-95.6% |