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 | $36,871 | $99,921-63.1% | $85,009-56.6% | $145,959-74.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.50% | 83.89%-70.4pp | 66.47%-53.0pp | 561.95%-548.4pp |
| Employer contribution / active EE | $2,141 | $3,233-33.8% | $2,728-21.5% | $4,661-54.1% |
| Participant deferral / active EE | $2,466 | $5,293-53.4% | $4,522-45.5% | $6,689-63.1% |
| Admin fee / account holder | $2,479 | $7,252-65.8% | $6,153-59.7% | $13,398-81.5% |