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 | $118,203 | $177,572-33.4% | $154,803-23.6% | $142,382-17.0% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.1%-5.3pp | 80.1%-7.4pp |
| Annual return | 15.57% | 65.07%-49.5pp | 58.88%-43.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $4,199 | $4,810-12.7% | $4,305-2.5% | $4,299-2.3% |
| Participant deferral / active EE | $6,969 | $6,272+11.1% | $5,540+25.8% | $6,507+7.1% |
| Admin fee / account holder | $4,978 | $16,786-70.3% | $14,329-65.3% | $12,624-60.6% |