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 | $166,020-69.1% | $164,866-68.9% | $145,959-64.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 18.82% | 100.08%-81.3pp | 69.97%-51.1pp | 561.95%-543.1pp |
| Employer contribution / active EE | $5,625 | $5,275+6.6% | $4,343+29.5% | $4,661+20.7% |
| Participant deferral / active EE | $21,975 | $6,961+215.7% | $6,033+264.2% | $6,689+228.5% |
| Admin fee / account holder | $18,298 | $16,644+9.9% | $12,689+44.2% | $13,398+36.6% |