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 | $97,129 | $84,695+14.7% | $73,843+31.5% | $125,391-22.5% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.75% | 3123.53%-3121.8pp | 2267.84%-2266.1pp | 282.22%-280.5pp |
| Employer contribution / active EE | $2,661 | $3,123-14.8% | $2,787-4.5% | $4,866-45.3% |
| Participant deferral / active EE | $5,859 | $3,992+46.8% | $3,583+63.5% | $5,352+9.5% |
| Admin fee / account holder | $11,270 | $5,691+98.0% | $4,880+130.9% | $9,540+18.1% |