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 | $88,147 | $97,744-9.8% | $103,476-14.8% | $145,922-39.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 15.90% | 25.41%-9.5pp | 23.90%-8.0pp | 561.29%-545.4pp |
| Employer contribution / active EE | $6,701 | $4,677+43.3% | $4,672+43.4% | $4,660+43.8% |
| Participant deferral / active EE | $20,841 | $6,603+215.6% | $6,623+214.7% | $6,688+211.6% |
| Admin fee / account holder | $33,511 | $12,515+167.8% | $9,413+256.0% | $13,397+150.1% |