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 | $29,321 | $159,901-81.7% | $146,958-80.0% | $145,922-79.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 53.86% | 98.13%-44.3pp | 418.34%-364.5pp | 561.29%-507.4pp |
| Employer contribution / active EE | $3,612 | $5,286-31.7% | $4,933-26.8% | $4,660-22.5% |
| Participant deferral / active EE | $8,491 | $8,428+0.7% | $8,070+5.2% | $6,688+27.0% |
| Admin fee / account holder | $442 | $15,044-97.1% | $12,998-96.6% | $13,397-96.7% |