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 | $47,968 | $70,756-32.2% | $65,493-26.8% | $142,382-66.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.19% | 1754.89%-1739.7pp | 982.45%-967.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,632 | $2,881-8.6% | $2,574+2.2% | $4,299-38.8% |
| Participant deferral / active EE | $4,606 | $4,637-0.7% | $3,961+16.3% | $6,507-29.2% |
| Admin fee / account holder | $688 | $6,559-89.5% | $5,028-86.3% | $12,624-94.5% |