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 | $18,197 | $76,785-76.3% | $56,441-67.8% | $145,959-87.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.54% | 3000.51%-2986.0pp | 1704.21%-1689.7pp | 561.95%-547.4pp |
| Employer contribution / active EE | $2,806 | $1,381+103.3% | $1,039+170.1% | $4,661-39.8% |
| Participant deferral / active EE | $4,205 | $2,624+60.3% | $1,953+115.3% | $6,689-37.1% |
| Admin fee / account holder | $3,605 | $3,334+8.1% | $2,829+27.4% | $13,398-73.1% |