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 | $47,652 | $179,726-73.5% | $156,263-69.5% | $142,382-66.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 25.69% | 77.86%-52.2pp | 59.47%-33.8pp | 217.08%-191.4pp |
| Employer contribution / active EE | $7,335 | $5,069+44.7% | $4,333+69.3% | $4,299+70.6% |
| Participant deferral / active EE | $13,850 | $6,956+99.1% | $6,158+124.9% | $6,507+112.8% |
| Admin fee / account holder | $350 | $17,272-98.0% | $14,255-97.5% | $12,624-97.2% |