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 | $22,539 | $149,040-84.9% | $120,225-81.3% | $137,256-83.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.14% | 605.68%-587.5pp | 439.23%-421.1pp | 220.34%-202.2pp |
| Employer contribution / active EE | $11,210 | $4,350+157.7% | $3,475+222.6% | $4,156+169.7% |
| Participant deferral / active EE | $6,745 | $4,655+44.9% | $3,999+68.7% | $6,407+5.3% |
| Admin fee / account holder | $869 | $6,348-86.3% | $5,696-84.7% | $12,270-92.9% |