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 | $139,347 | $159,934-12.9% | $147,005-5.2% | $145,959-4.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.21% | 98.24%-88.0pp | 418.76%-408.6pp | 561.95%-551.7pp |
| Employer contribution / active EE | $3,414 | $5,287-35.4% | $4,934-30.8% | $4,661-26.7% |
| Participant deferral / active EE | $19,333 | $8,427+129.4% | $8,070+139.6% | $6,689+189.1% |
| Admin fee / account holder | $1,174 | $15,053-92.2% | $13,006-91.0% | $13,398-91.2% |