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 | $36,169 | $51,638-30.0% | $68,368-47.1% | $82,448-56.1% |
| Participation rate | 70.6% | 63.6%+7.0pp | 73.8%-3.2pp | 68.1%+2.5pp |
| Annual return | 6.08% | 37.53%-31.4pp | 292.57%-286.5pp | 41.64%-35.6pp |
| Employer contribution / active EE | $762 | $2,047-62.8% | $2,649-71.2% | $2,551-70.1% |
| Participant deferral / active EE | $1,018 | $2,914-65.1% | $4,123-75.3% | $4,139-75.4% |
| Admin fee / account holder | $733 | $4,643-84.2% | $5,150-85.8% | $7,234-89.9% |