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 | $88,636 | $91,538-3.2% | $129,995-31.8% | $75,163+17.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 0.00% | -631.11%+631.1pp | -137.18%+137.2pp | 160.62%-160.6pp |
| Employer contribution / active EE | $32,762 | $2,845+1051.5% | $4,320+658.5% | $2,670+1127.1% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $17,522 | $6,790+158.0% | $10,614+65.1% | $5,651+210.1% |