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 | $110,676 | $183,592-39.7% | $155,567-28.9% | $145,959-24.2% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.6pp | 80.3%+13.5pp |
| Annual return | 0.00% | 61.24%-61.2pp | 64.74%-64.7pp | 561.95%-561.9pp |
| Employer contribution / active EE | $1,071 | $5,315-79.9% | $4,674-77.1% | $4,661-77.0% |
| Participant deferral / active EE | $2,347 | $6,464-63.7% | $5,628-58.3% | $6,689-64.9% |
| Admin fee / account holder | $1,001 | $19,318-94.8% | $15,916-93.7% | $13,398-92.5% |