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 | $38,339 | $106,749-64.1% | $145,433-73.6% | $82,448-53.5% |
| Participation rate | 96.8% | 75.6%+21.1pp | 82.1%+14.7pp | 68.1%+28.7pp |
| Annual return | -9.49% | 27.59%-37.1pp | 66.58%-76.1pp | 41.64%-51.1pp |
| Employer contribution / active EE | $12,805 | $3,444+271.8% | $4,554+181.2% | $2,551+402.0% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $10,521 | $8,390+25.4% | $13,129-19.9% | $7,234+45.4% |