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 | $57,803 | $100,970-42.8% | $96,576-40.1% | $137,256-57.9% |
| Participation rate | 85.7% | 82.6%+3.1pp | 81.4%+4.3pp | 80.0%+5.8pp |
| Annual return | 18.16% | 38.16%-20.0pp | 38.47%-20.3pp | 220.34%-202.2pp |
| Employer contribution / active EE | $16,662 | $3,809+337.4% | $3,553+368.9% | $4,156+300.9% |
| Participant deferral / active EE | $6,571 | $8,286-20.7% | $7,956-17.4% | $6,407+2.6% |
| Admin fee / account holder | $497 | $11,312-95.6% | $11,381-95.6% | $12,270-95.9% |