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 | $29,871 | $185,822-83.9% | $169,993-82.4% | $139,434-78.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 15.96% | 60.50%-44.5pp | 53.37%-37.4pp | 372.94%-357.0pp |
| Employer contribution / active EE | $6,733 | $7,590-11.3% | $6,785-0.8% | $4,751+41.7% |
| Participant deferral / active EE | $7,500 | $11,622-35.5% | $10,408-27.9% | $6,710+11.8% |
| Admin fee / account holder | $1,371 | $15,381-91.1% | $12,815-89.3% | $11,403-88.0% |