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 | $13,073 | $177,572-92.6% | $154,803-91.6% | $142,382-90.8% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 28.31% | 65.07%-36.8pp | 58.88%-30.6pp | 217.08%-188.8pp |
| Employer contribution / active EE | $3,730 | $4,810-22.5% | $4,305-13.4% | $4,299-13.2% |
| Participant deferral / active EE | $6,452 | $6,272+2.9% | $5,540+16.5% | $6,507-0.8% |
| Admin fee / account holder | $1,159 | $16,786-93.1% | $14,329-91.9% | $12,624-90.8% |