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 | $108,907 | $51,175+112.8% | $70,515+54.4% | $75,163+44.9% |
| Participation rate | 95.0% | 60.9%+34.1pp | 68.3%+26.7pp | 67.2%+27.8pp |
| Annual return | 0.00% | 30.02%-30.0pp | 32.77%-32.8pp | 160.62%-160.6pp |
| Employer contribution / active EE | $10,108 | $1,826+453.5% | $2,973+239.9% | $2,670+278.6% |
| Participant deferral / active EE | $0 | $2,849-100.0% | $4,567-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,223 | $4,091-45.6% | $6,412-65.3% | $5,651-60.7% |