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 | $101,041 | $209,336-51.7% | $197,124-48.7% | $137,256-26.4% |
| Participation rate | 90.0% | 87.3%+2.7pp | 86.7%+3.3pp | 80.0%+10.0pp |
| Annual return | 14.51% | 48.09%-33.6pp | 44.34%-29.8pp | 220.34%-205.8pp |
| Employer contribution / active EE | $3,504 | $6,591-46.8% | $6,227-43.7% | $4,156-15.7% |
| Participant deferral / active EE | $9,274 | $9,614-3.5% | $9,135+1.5% | $6,407+44.8% |
| Admin fee / account holder | $2,769 | $17,308-84.0% | $16,298-83.0% | $12,270-77.4% |