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.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,883 | $51,638+27.6% | $68,368-3.6% | $82,448-20.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 8.16% | 37.53%-29.4pp | 292.57%-284.4pp | 41.64%-33.5pp |
| Employer contribution / active EE | $360 | $2,047-82.4% | $2,649-86.4% | $2,551-85.9% |
| Participant deferral / active EE | $889 | $2,914-69.5% | $4,123-78.4% | $4,139-78.5% |
| Admin fee / account holder | $3,237 | $4,643-30.3% | $5,150-37.1% | $7,234-55.3% |