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 | $162,786 | $159,602+2.0% | $150,045+8.5% | $142,382+14.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 28.87% | 70.24%-41.4pp | 62.55%-33.7pp | 217.08%-188.2pp |
| Employer contribution / active EE | $62,450 | $4,961+1158.9% | $4,693+1230.7% | $4,299+1352.6% |
| Participant deferral / active EE | $7,550 | $8,310-9.1% | $7,997-5.6% | $6,507+16.0% |
| Admin fee / account holder | $1,420 | $14,846-90.4% | $13,435-89.4% | $12,624-88.8% |