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 | $63,332 | $117,859-46.3% | $102,438-38.2% | $145,959-56.6% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.9pp |
| Annual return | 10.10% | 31.72%-21.6pp | 29.37%-19.3pp | 561.95%-551.8pp |
| Employer contribution / active EE | $2,341 | $3,615-35.2% | $3,024-22.6% | $4,661-49.8% |
| Participant deferral / active EE | $6,154 | $5,732+7.4% | $5,054+21.8% | $6,689-8.0% |
| Admin fee / account holder | $35,856 | $13,318+169.2% | $9,448+279.5% | $13,398+167.6% |