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 | $59,152 | $111,754-47.1% | $103,333-42.8% | $145,922-59.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 20.68% | 24.77%-4.1pp | 24.88%-4.2pp | 561.29%-540.6pp |
| Employer contribution / active EE | $6,668 | $4,212+58.3% | $3,868+72.4% | $4,660+43.1% |
| Participant deferral / active EE | $19,635 | $5,619+249.5% | $5,057+288.2% | $6,688+193.6% |
| Admin fee / account holder | $4,066 | $9,750-58.3% | $8,355-51.3% | $13,397-69.6% |