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 | $11,229 | $64,839-82.7% | $95,585-88.3% | $84,808-86.8% |
| Participation rate | 94.6% | 63.8%+30.8pp | 72.1%+22.5pp | 68.3%+26.3pp |
| Annual return | 18.83% | -670.96%+689.8pp | 38.56%-19.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $877 | $1,759-50.1% | $2,527-65.3% | $2,631-66.7% |
| Participant deferral / active EE | $2,224 | $2,965-25.0% | $4,023-44.7% | $4,212-47.2% |
| Admin fee / account holder | $1,705 | $5,964-71.4% | $6,127-72.2% | $7,344-76.8% |