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 | $47,581 | $111,814-57.4% | $103,374-54.0% | $145,959-67.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.00% | 24.77%-24.8pp | 24.89%-24.9pp | 561.95%-561.9pp |
| Employer contribution / active EE | $23,118 | $4,214+448.6% | $3,869+497.5% | $4,661+396.0% |
| Participant deferral / active EE | $22,500 | $5,618+300.5% | $5,058+344.9% | $6,689+236.4% |
| Admin fee / account holder | $318 | $9,754-96.7% | $8,394-96.2% | $13,398-97.6% |