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 | $83,573 | $201,272-58.5% | $184,203-54.6% | $145,922-42.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 16.25% | 29.00%-12.7pp | 28.81%-12.6pp | 561.29%-545.0pp |
| Employer contribution / active EE | $2,988 | $7,022-57.4% | $6,427-53.5% | $4,660-35.9% |
| Participant deferral / active EE | $10,167 | $9,806+3.7% | $9,131+11.3% | $6,688+52.0% |
| Admin fee / account holder | $817 | $16,364-95.0% | $13,901-94.1% | $13,397-93.9% |