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 | $32,426 | $80,717-59.8% | $154,803-79.1% | $84,808-61.8% |
| Participation rate | 84.8% | 66.8%+18.0pp | 78.1%+6.8pp | 68.3%+16.5pp |
| Annual return | 24.39% | 37.96%-13.6pp | 58.88%-34.5pp | 40.90%-16.5pp |
| Employer contribution / active EE | $1,874 | $2,761-32.1% | $4,305-56.5% | $2,631-28.8% |
| Participant deferral / active EE | $4,195 | $3,303+27.0% | $5,540-24.3% | $4,212-0.4% |
| Admin fee / account holder | $365 | $6,746-94.6% | $14,329-97.5% | $7,344-95.0% |