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 | $88,364 | $189,613-53.4% | $167,512-47.2% | $142,382-37.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 26.54% | 2024.68%-1998.1pp | 1615.79%-1589.3pp | 217.08%-190.5pp |
| Employer contribution / active EE | $1,334 | $4,349-69.3% | $3,882-65.6% | $4,299-69.0% |
| Participant deferral / active EE | $15,667 | $6,981+124.4% | $6,405+144.6% | $6,507+140.8% |
| Admin fee / account holder | $1,006 | $10,528-90.4% | $9,769-89.7% | $12,624-92.0% |