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 | $24,378 | $80,717-69.8% | $154,803-84.3% | $84,808-71.3% |
| Participation rate | 90.0% | 66.8%+23.2pp | 78.1%+11.9pp | 68.3%+21.7pp |
| Annual return | 0.00% | 37.96%-38.0pp | 58.88%-58.9pp | 40.90%-40.9pp |
| Employer contribution / active EE | $6,930 | $2,761+151.0% | $4,305+61.0% | $2,631+163.4% |
| Participant deferral / active EE | $9,438 | $3,303+185.7% | $5,540+70.4% | $4,212+124.1% |
| Admin fee / account holder | $370 | $6,746-94.5% | $14,329-97.4% | $7,344-95.0% |