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 | $205,347 | $183,592+11.8% | $155,567+32.0% | $145,959+40.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.95% | 61.24%-38.3pp | 64.74%-41.8pp | 561.95%-539.0pp |
| Employer contribution / active EE | $70,000 | $5,315+1217.1% | $4,674+1397.6% | $4,661+1401.9% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3,709 | $19,318-80.8% | $15,916-76.7% | $13,398-72.3% |