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 | $58,627 | $111,535-47.4% | $105,223-44.3% | $137,256-57.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.83% | 237.85%-222.0pp | 180.65%-164.8pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,754 | $3,939-55.5% | $3,689-52.5% | $4,156-57.8% |
| Participant deferral / active EE | $10,389 | $5,500+88.9% | $5,072+104.8% | $6,407+62.2% |
| Admin fee / account holder | $1,008 | $9,721-89.6% | $8,859-88.6% | $12,270-91.8% |