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 | $180,749-51.1% | $160,784-45.0% | $137,256-35.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 26.54% | 2234.46%-2207.9pp | 1803.92%-1777.4pp | 220.34%-193.8pp |
| Employer contribution / active EE | $1,334 | $4,155-67.9% | $3,733-64.3% | $4,156-67.9% |
| Participant deferral / active EE | $15,667 | $6,844+128.9% | $6,293+149.0% | $6,407+144.5% |
| Admin fee / account holder | $1,006 | $10,397-90.3% | $9,717-89.6% | $12,270-91.8% |