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 | $37,368 | $159,901-76.6% | $146,958-74.6% | $145,922-74.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 0.00% | 98.13%-98.1pp | 418.34%-418.3pp | 561.29%-561.3pp |
| Employer contribution / active EE | $3,092 | $5,286-41.5% | $4,933-37.3% | $4,660-33.6% |
| Participant deferral / active EE | $7,253 | $8,428-13.9% | $8,070-10.1% | $6,688+8.5% |
| Admin fee / account holder | $6,357 | $15,044-57.7% | $12,998-51.1% | $13,397-52.6% |