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 | $77,842 | $214,378-63.7% | $200,582-61.2% | $142,382-45.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.83% | 46.41%-23.6pp | 42.33%-19.5pp | 217.08%-194.2pp |
| Employer contribution / active EE | $1,950 | $6,841-71.5% | $6,419-69.6% | $4,299-54.6% |
| Participant deferral / active EE | $7,833 | $9,865-20.6% | $9,331-16.1% | $6,507+20.4% |
| Admin fee / account holder | $384 | $17,692-97.8% | $16,305-97.6% | $12,624-97.0% |