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.
Unlock 10-year trajectory 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 | $133,909 | $154,228-13.2% | $145,433-7.9% | $137,256-2.4% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 14.22% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $3,807 | $4,804-20.8% | $4,554-16.4% | $4,156-8.4% |
| Participant deferral / active EE | $12,066 | $8,216+46.9% | $7,897+52.8% | $6,407+88.3% |
| Admin fee / account holder | $47,026 | $14,344+227.9% | $13,129+258.2% | $12,270+283.3% |