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 | $76,700 | $127,065-39.6% | $113,168-32.2% | $142,382-46.1% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 12.32% | 24.03%-11.7pp | 24.27%-12.0pp | 217.08%-204.8pp |
| Employer contribution / active EE | $3,632 | $3,442+5.5% | $2,975+22.1% | $4,299-15.5% |
| Participant deferral / active EE | $8,601 | $5,716+50.5% | $5,107+68.4% | $6,507+32.2% |
| Admin fee / account holder | $56,576 | $15,736+259.5% | $12,068+368.8% | $12,624+348.2% |