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 | $230,974 | $111,814+106.6% | $103,374+123.4% | $145,959+58.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 48.66% | 24.77%+23.9pp | 24.89%+23.8pp | 561.95%-513.3pp |
| Employer contribution / active EE | $6,263 | $4,214+48.6% | $3,869+61.9% | $4,661+34.4% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $15,461 | $9,754+58.5% | $8,394+84.2% | $13,398+15.4% |