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 | $31,578 | $214,378-85.3% | $200,582-84.3% | $142,382-77.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 46.78% | 46.41%+0.4pp | 42.33%+4.5pp | 217.08%-170.3pp |
| Employer contribution / active EE | $4,054 | $6,841-40.8% | $6,419-36.9% | $4,299-5.7% |
| Participant deferral / active EE | $17,204 | $9,865+74.4% | $9,331+84.4% | $6,507+164.4% |
| Admin fee / account holder | $497 | $17,692-97.2% | $16,305-97.0% | $12,624-96.1% |