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 | $13,215 | $177,572-92.6% | $154,803-91.5% | $142,382-90.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 35.27% | 65.07%-29.8pp | 58.88%-23.6pp | 217.08%-181.8pp |
| Employer contribution / active EE | $5,426 | $4,810+12.8% | $4,305+26.0% | $4,299+26.2% |
| Participant deferral / active EE | $11,329 | $6,272+80.6% | $5,540+104.5% | $6,507+74.1% |
| Admin fee / account holder | $11,538 | $16,786-31.3% | $14,329-19.5% | $12,624-8.6% |