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 | $38,475 | $74,888-48.6% | $71,209-46.0% | $142,382-73.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 27.01% | 345.14%-318.1pp | 282.51%-255.5pp | 217.08%-190.1pp |
| Employer contribution / active EE | $6,579 | $2,854+130.5% | $2,721+141.8% | $4,299+53.0% |
| Participant deferral / active EE | $12,528 | $4,454+181.2% | $4,175+200.0% | $6,507+92.5% |
| Admin fee / account holder | $775 | $5,568-86.1% | $5,349-85.5% | $12,624-93.9% |