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 | $218,670 | $117,841+85.6% | $102,423+113.5% | $145,922+49.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 22.69% | 31.65%-9.0pp | 29.32%-6.6pp | 561.29%-538.6pp |
| Employer contribution / active EE | $2,682 | $3,615-25.8% | $3,023-11.3% | $4,660-42.4% |
| Participant deferral / active EE | $3,942 | $5,731-31.2% | $5,053-22.0% | $6,688-41.1% |
| Admin fee / account holder | $9,871 | $13,326-25.9% | $9,451+4.5% | $13,397-26.3% |