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 | $20,462 | $177,572-88.5% | $154,803-86.8% | $142,382-85.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 30.56% | 65.07%-34.5pp | 58.88%-28.3pp | 217.08%-186.5pp |
| Employer contribution / active EE | $3,524 | $4,810-26.8% | $4,305-18.2% | $4,299-18.0% |
| Participant deferral / active EE | $8,254 | $6,272+31.6% | $5,540+49.0% | $6,507+26.8% |
| Admin fee / account holder | $382 | $16,786-97.7% | $14,329-97.3% | $12,624-97.0% |