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 | $77,215 | $109,904-29.7% | $97,167-20.5% | $145,959-47.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.78% | 243.43%-233.7pp | 75.27%-65.5pp | 561.95%-552.2pp |
| Employer contribution / active EE | $4,214 | $3,084+36.6% | $2,729+54.4% | $4,661-9.6% |
| Participant deferral / active EE | $12,429 | $4,676+165.8% | $4,264+191.5% | $6,689+85.8% |
| Admin fee / account holder | $698 | $6,216-88.8% | $5,650-87.6% | $13,398-94.8% |