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 | $59,041 | $111,814-47.2% | $103,374-42.9% | $145,959-59.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.77% | 24.77%-16.0pp | 24.89%-16.1pp | 561.95%-553.2pp |
| Employer contribution / active EE | $1,649 | $4,214-60.9% | $3,869-57.4% | $4,661-64.6% |
| Participant deferral / active EE | $23,000 | $5,618+309.4% | $5,058+354.8% | $6,689+243.9% |
| Admin fee / account holder | $746 | $9,754-92.4% | $8,394-91.1% | $13,398-94.4% |