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 | $12,792 | $114,381-88.8% | $107,525-88.1% | $142,382-91.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 0.00% | 242.71%-242.7pp | 181.32%-181.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $28,816 | $4,015+617.8% | $3,754+667.7% | $4,299+570.3% |
| Participant deferral / active EE | $13,871 | $5,564+149.3% | $5,116+171.1% | $6,507+113.2% |
| Admin fee / account holder | $1,944 | $9,860-80.3% | $8,919-78.2% | $12,624-84.6% |