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 | $145,442 | $214,378-32.2% | $200,582-27.5% | $142,382+2.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 17.12% | 46.41%-29.3pp | 42.33%-25.2pp | 217.08%-200.0pp |
| Employer contribution / active EE | $5,890 | $6,841-13.9% | $6,419-8.2% | $4,299+37.0% |
| Participant deferral / active EE | $16,286 | $9,865+65.1% | $9,331+74.5% | $6,507+150.3% |
| Admin fee / account holder | $962 | $17,692-94.6% | $16,305-94.1% | $12,624-92.4% |