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 | $124,405 | $159,901-22.2% | $146,958-15.3% | $145,922-14.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.18% | 98.13%-86.0pp | 418.34%-406.2pp | 561.29%-549.1pp |
| Employer contribution / active EE | $7,967 | $5,286+50.7% | $4,933+61.5% | $4,660+71.0% |
| Participant deferral / active EE | $30,500 | $8,428+261.9% | $8,070+277.9% | $6,688+356.1% |
| Admin fee / account holder | $2,892 | $15,044-80.8% | $12,998-77.8% | $13,397-78.4% |