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 | $27,454 | $177,572-84.5% | $154,803-82.3% | $142,382-80.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.22% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $5,827 | $4,810+21.1% | $4,305+35.3% | $4,299+35.5% |
| Participant deferral / active EE | $5,383 | $6,272-14.2% | $5,540-2.8% | $6,507-17.3% |
| Admin fee / account holder | $598 | $16,786-96.4% | $14,329-95.8% | $12,624-95.3% |