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 | $38,129 | $111,754-65.9% | $103,333-63.1% | $145,922-73.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 26.80% | 24.77%+2.0pp | 24.88%+1.9pp | 561.29%-534.5pp |
| Employer contribution / active EE | $7,981 | $4,212+89.5% | $3,868+106.3% | $4,660+71.3% |
| Participant deferral / active EE | $13,459 | $5,619+139.5% | $5,057+166.1% | $6,688+101.2% |
| Admin fee / account holder | $3,233 | $9,750-66.8% | $8,355-61.3% | $13,397-75.9% |