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 | $82,791 | $214,378-61.4% | $200,582-58.7% | $142,382-41.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 11.71% | 46.41%-34.7pp | 42.33%-30.6pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,653 | $6,841-75.8% | $6,419-74.3% | $4,299-61.6% |
| Participant deferral / active EE | $12,102 | $9,865+22.7% | $9,331+29.7% | $6,507+86.0% |
| Admin fee / account holder | $53,931 | $17,692+204.8% | $16,305+230.8% | $12,624+327.2% |