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 | $51,346 | $165,984-69.1% | $164,813-68.8% | $145,922-64.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.82% | 100.03%-81.2pp | 69.93%-51.1pp | 561.29%-542.5pp |
| Employer contribution / active EE | $5,625 | $5,273+6.7% | $4,341+29.6% | $4,660+20.7% |
| Participant deferral / active EE | $21,975 | $6,959+215.8% | $6,031+264.3% | $6,688+228.6% |
| Admin fee / account holder | $18,298 | $16,648+9.9% | $12,690+44.2% | $13,397+36.6% |