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 | $76,738-76.3% | $56,411-67.7% | $145,922-87.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 14.54% | 2994.23%-2979.7pp | 1701.33%-1686.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $2,806 | $1,380+103.4% | $1,039+170.2% | $4,660-39.8% |
| Participant deferral / active EE | $4,205 | $2,623+60.3% | $1,952+115.4% | $6,688-37.1% |
| Admin fee / account holder | $3,605 | $3,334+8.1% | $2,829+27.4% | $13,397-73.1% |