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 | $16,915 | $172,111-90.2% | $150,298-88.7% | $137,256-87.7% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 0.00% | 69.37%-69.4pp | 62.79%-62.8pp | 220.34%-220.3pp |
| Employer contribution / active EE | $2,785 | $4,636-39.9% | $4,154-33.0% | $4,156-33.0% |
| Participant deferral / active EE | $9,264 | $6,166+50.3% | $5,453+69.9% | $6,407+44.6% |
| Admin fee / account holder | $300 | $16,471-98.2% | $14,116-97.9% | $12,270-97.6% |