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 | $158,398-85.8% | $126,539-82.2% | $142,382-84.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 18.14% | 593.76%-575.6pp | 425.95%-407.8pp | 217.08%-198.9pp |
| Employer contribution / active EE | $11,210 | $4,650+141.1% | $3,674+205.1% | $4,299+160.8% |
| Participant deferral / active EE | $6,745 | $4,767+41.5% | $4,083+65.2% | $6,507+3.7% |
| Admin fee / account holder | $869 | $6,918-87.4% | $6,065-85.7% | $12,624-93.1% |