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 | $43,107 | $74,661-42.3% | $160,784-73.2% | $67,986-36.6% |
| Participation rate | 92.3% | 57.1%+35.1pp | 77.0%+15.3pp | 57.2%+35.0pp |
| Annual return | 0.00% | 28.83%-28.8pp | 1803.92%-1803.9pp | 31.67%-31.7pp |
| Employer contribution / active EE | $2,890 | $1,829+58.0% | $3,733-22.6% | $2,019+43.2% |
| Participant deferral / active EE | $5,475 | $3,681+48.7% | $6,293-13.0% | $3,358+63.0% |
| Admin fee / account holder | $6,093 | $3,959+53.9% | $9,717-37.3% | $3,203+90.2% |