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 | $47,730 | $87,540-45.5% | $75,781-37.0% | $125,391-61.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 2.76% | 13.48%-10.7pp | 9.68%-6.9pp | 282.22%-279.5pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $21,000 | $4,229+396.6% | $3,651+475.1% | $5,352+292.4% |
| Admin fee / account holder | $915 | $6,502-85.9% | $5,299-82.7% | $9,540-90.4% |