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 | $71,303 | $158,398-55.0% | $126,539-43.7% | $142,382-49.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 0.00% | 593.76%-593.8pp | 425.95%-425.9pp | 217.08%-217.1pp |
| Employer contribution / active EE | $6,849 | $4,650+47.3% | $3,674+86.4% | $4,299+59.3% |
| Participant deferral / active EE | $17,376 | $4,767+264.5% | $4,083+325.6% | $6,507+167.0% |
| Admin fee / account holder | $516 | $6,918-92.5% | $6,065-91.5% | $12,624-95.9% |