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 | $23,742 | $114,381-79.2% | $107,525-77.9% | $142,382-83.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.27% | 242.71%-222.4pp | 181.32%-161.0pp | 217.08%-196.8pp |
| Employer contribution / active EE | $2,486 | $4,015-38.1% | $3,754-33.8% | $4,299-42.2% |
| Participant deferral / active EE | $4,683 | $5,564-15.8% | $5,116-8.4% | $6,507-28.0% |
| Admin fee / account holder | $1,089 | $9,860-89.0% | $8,919-87.8% | $12,624-91.4% |