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 | $88,456 | $159,602-44.6% | $150,045-41.0% | $142,382-37.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 44.63% | 70.24%-25.6pp | 62.55%-17.9pp | 217.08%-172.4pp |
| Employer contribution / active EE | $12,213 | $4,961+146.2% | $4,693+160.2% | $4,299+184.1% |
| Participant deferral / active EE | $11,750 | $8,310+41.4% | $7,997+46.9% | $6,507+80.6% |
| Admin fee / account holder | $467 | $14,846-96.9% | $13,435-96.5% | $12,624-96.3% |