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 | $45,957 | $114,381-59.8% | $107,525-57.3% | $142,382-67.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 0.00% | 242.71%-242.7pp | 181.32%-181.3pp | 217.08%-217.1pp |
| Employer contribution / active EE | $2,302 | $4,015-42.7% | $3,754-38.7% | $4,299-46.5% |
| Participant deferral / active EE | $5,910 | $5,564+6.2% | $5,116+15.5% | $6,507-9.2% |
| Admin fee / account holder | $578 | $9,860-94.1% | $8,919-93.5% | $12,624-95.4% |