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 | $111,125 | $83,902+32.4% | $167,512-33.7% | $84,808+31.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 0.00% | 91.55%-91.5pp | 1615.79%-1615.8pp | 40.90%-40.9pp |
| Employer contribution / active EE | $4,153 | $2,264+83.4% | $3,882+7.0% | $2,631+57.8% |
| Participant deferral / active EE | $7,613 | $4,442+71.4% | $6,405+18.9% | $4,212+80.8% |
| Admin fee / account holder | $6,161 | $7,915-22.2% | $9,769-36.9% | $7,344-16.1% |