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 | $127,851 | $159,602-19.9% | $150,045-14.8% | $142,382-10.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.21% | 70.24%-41.0pp | 62.55%-33.3pp | 217.08%-187.9pp |
| Employer contribution / active EE | $46,250 | $4,961+832.4% | $4,693+885.5% | $4,299+975.8% |
| Participant deferral / active EE | $23,500 | $8,310+182.8% | $7,997+193.9% | $6,507+261.1% |
| Admin fee / account holder | $360 | $14,846-97.6% | $13,435-97.3% | $12,624-97.2% |