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 | $68,904 | $189,613-63.7% | $167,512-58.9% | $142,382-51.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 16.19% | 2024.68%-2008.5pp | 1615.79%-1599.6pp | 217.08%-200.9pp |
| Employer contribution / active EE | $2,798 | $4,349-35.7% | $3,882-27.9% | $4,299-34.9% |
| Participant deferral / active EE | $13,314 | $6,981+90.7% | $6,405+107.9% | $6,507+104.6% |
| Admin fee / account holder | $438 | $10,528-95.8% | $9,769-95.5% | $12,624-96.5% |