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 | $115,784 | $159,602-27.5% | $150,045-22.8% | $142,382-18.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.16% | 70.24%-50.1pp | 62.55%-42.4pp | 217.08%-196.9pp |
| Employer contribution / active EE | $7,984 | $4,961+61.0% | $4,693+70.1% | $4,299+85.7% |
| Participant deferral / active EE | $14,246 | $8,310+71.4% | $7,997+78.1% | $6,507+118.9% |
| Admin fee / account holder | $432 | $14,846-97.1% | $13,435-96.8% | $12,624-96.6% |