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 | $184,286 | $154,228+19.5% | $145,433+26.7% | $137,256+34.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 0.00% | 74.59%-74.6pp | 66.58%-66.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $1,636 | $4,804-65.9% | $4,554-64.1% | $4,156-60.6% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,574 | $14,344-89.0% | $13,129-88.0% | $12,270-87.2% |