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 | $94,334 | $154,228-38.8% | $145,433-35.1% | $137,256-31.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 0.00% | 74.59%-74.6pp | 66.58%-66.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $3,384 | $4,804-29.6% | $4,554-25.7% | $4,156-18.6% |
| Participant deferral / active EE | $7,176 | $8,216-12.7% | $7,897-9.1% | $6,407+12.0% |
| Admin fee / account holder | $740 | $14,344-94.8% | $13,129-94.4% | $12,270-94.0% |