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 | $83,507 | $169,032-50.6% | $129,207-35.4% | $145,922-42.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 0.00% | 14330.11%-14330.1pp | 9417.33%-9417.3pp | 561.29%-561.3pp |
| Employer contribution / active EE | $3,017 | $5,537-45.5% | $4,153-27.4% | $4,660-35.3% |
| Participant deferral / active EE | $22,042 | $4,987+341.9% | $4,168+428.9% | $6,688+229.6% |
| Admin fee / account holder | $555 | $9,954-94.4% | $7,715-92.8% | $13,397-95.9% |