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 | $58,627 | $114,381-48.7% | $107,525-45.5% | $142,382-58.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 15.83% | 242.71%-226.9pp | 181.32%-165.5pp | 217.08%-201.2pp |
| Employer contribution / active EE | $1,754 | $4,015-56.3% | $3,754-53.3% | $4,299-59.2% |
| Participant deferral / active EE | $10,389 | $5,564+86.7% | $5,116+103.1% | $6,507+59.7% |
| Admin fee / account holder | $1,008 | $9,860-89.8% | $8,919-88.7% | $12,624-92.0% |