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 | $7,723 | $80,717-90.4% | $154,803-95.0% | $84,808-90.9% |
| Participation rate | 82.9% | 66.8%+16.0pp | 78.1%+4.8pp | 68.3%+14.5pp |
| Annual return | 30.44% | 37.96%-7.5pp | 58.88%-28.4pp | 40.90%-10.5pp |
| Employer contribution / active EE | $601 | $2,761-78.2% | $4,305-86.0% | $2,631-77.2% |
| Participant deferral / active EE | $3,255 | $3,303-1.4% | $5,540-41.2% | $4,212-22.7% |
| Admin fee / account holder | $322 | $6,746-95.2% | $14,329-97.8% | $7,344-95.6% |