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 | $31,525 | $177,572-82.2% | $154,803-79.6% | $142,382-77.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.20% | 65.07%-48.9pp | 58.88%-42.7pp | 217.08%-200.9pp |
| Employer contribution / active EE | $20,466 | $4,810+325.4% | $4,305+375.3% | $4,299+376.0% |
| Participant deferral / active EE | $10,431 | $6,272+66.3% | $5,540+88.3% | $6,507+60.3% |
| Admin fee / account holder | $827 | $16,786-95.1% | $14,329-94.2% | $12,624-93.4% |