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 | $7,063 | $149,040-95.3% | $120,225-94.1% | $137,256-94.9% |
| Participation rate | 75.0% | 75.4%-0.4pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 13.09% | 605.68%-592.6pp | 439.23%-426.1pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,913 | $4,350-56.0% | $3,475-44.9% | $4,156-54.0% |
| Participant deferral / active EE | $1,917 | $4,655-58.8% | $3,999-52.1% | $6,407-70.1% |
| Admin fee / account holder | $1,369 | $6,348-78.4% | $5,696-76.0% | $12,270-88.8% |