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 | $126,919 | $159,901-20.6% | $146,958-13.6% | $145,922-13.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.85% | 98.13%-84.3pp | 418.34%-404.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $4,057 | $5,286-23.3% | $4,933-17.8% | $4,660-12.9% |
| Participant deferral / active EE | $8,781 | $8,428+4.2% | $8,070+8.8% | $6,688+31.3% |
| Admin fee / account holder | $1,830 | $15,044-87.8% | $12,998-85.9% | $13,397-86.3% |