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 | $68,494 | $159,901-57.2% | $146,958-53.4% | $145,922-53.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.48% | 98.13%-83.7pp | 418.34%-403.9pp | 561.29%-546.8pp |
| Employer contribution / active EE | $6,820 | $5,286+29.0% | $4,933+38.3% | $4,660+46.4% |
| Participant deferral / active EE | $28,534 | $8,428+238.5% | $8,070+253.6% | $6,688+326.7% |
| Admin fee / account holder | $8,550 | $15,044-43.2% | $12,998-34.2% | $13,397-36.2% |