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 | $175,626 | $126,574+38.8% | $106,213+65.4% | $145,922+20.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 17.78% | 224.79%-207.0pp | 116.14%-98.4pp | 561.29%-543.5pp |
| Employer contribution / active EE | $0 | $3,730-100.0% | $3,171-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $7,438 | $5,724+30.0% | $5,016+48.3% | $6,688+11.2% |
| Admin fee / account holder | $66,349 | $17,304+283.4% | $11,033+501.4% | $13,397+395.3% |