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 | $87,203 | $201,259-56.7% | $184,200-52.7% | $145,959-40.3% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 12.47% | 28.98%-16.5pp | 28.80%-16.3pp | 561.95%-549.5pp |
| Employer contribution / active EE | $12,220 | $7,018+74.1% | $6,424+90.2% | $4,661+162.2% |
| Participant deferral / active EE | $15,250 | $9,806+55.5% | $9,132+67.0% | $6,689+128.0% |
| Admin fee / account holder | $705 | $16,372-95.7% | $13,907-94.9% | $13,398-94.7% |