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 | $102,601 | $102,382+0.2% | $147,005-30.2% | $80,874+26.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 38.02% | 134.89%-96.9pp | 418.76%-380.7pp | 35.62%+2.4pp |
| Employer contribution / active EE | $3,359 | $3,715-9.6% | $4,934-31.9% | $2,756+21.9% |
| Participant deferral / active EE | $5,419 | $6,646-18.5% | $8,070-32.8% | $4,297+26.1% |
| Admin fee / account holder | $5,914 | $7,942-25.5% | $13,006-54.5% | $6,935-14.7% |