Unlock peer percentile detail for $4.99 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 | $33,586 | $111,535-69.9% | $105,223-68.1% | $137,256-75.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 24.30% | 237.85%-213.6pp | 180.65%-156.4pp | 220.34%-196.0pp |
| Employer contribution / active EE | $4,408 | $3,939+11.9% | $3,689+19.5% | $4,156+6.1% |
| Participant deferral / active EE | $8,603 | $5,500+56.4% | $5,072+69.6% | $6,407+34.3% |
| Admin fee / account holder | $310 | $9,721-96.8% | $8,859-96.5% | $12,270-97.5% |