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 | $117,841-46.3% | $102,423-38.2% | $145,922-56.6% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 10.10% | 31.65%-21.5pp | 29.32%-19.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,341 | $3,615-35.2% | $3,023-22.6% | $4,660-49.8% |
| Participant deferral / active EE | $6,154 | $5,731+7.4% | $5,053+21.8% | $6,688-8.0% |
| Admin fee / account holder | $35,856 | $13,326+169.1% | $9,451+279.4% | $13,397+167.6% |