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 4-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 | $40,904 | $101,499-59.7% | $147,005-72.2% | $74,546-45.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 26.76% | 8732.34%-8705.6pp | 418.76%-392.0pp | 1366.03%-1339.3pp |
| Employer contribution / active EE | $2,669 | $3,811-30.0% | $4,934-45.9% | $2,624+1.7% |
| Participant deferral / active EE | $9,286 | $7,304+27.1% | $8,070+15.1% | $4,347+113.6% |
| Admin fee / account holder | $729 | $1,748-58.3% | $13,006-94.4% | $1,944-62.5% |