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 | $112,120 | $106,749+5.0% | $145,433-22.9% | $82,448+36.0% |
| Participation rate | 92.3% | 75.6%+16.7pp | 82.1%+10.2pp | 68.1%+24.2pp |
| Annual return | 24.73% | 27.59%-2.9pp | 66.58%-41.8pp | 41.64%-16.9pp |
| Employer contribution / active EE | $2,314 | $3,444-32.8% | $4,554-49.2% | $2,551-9.3% |
| Participant deferral / active EE | $7,264 | $6,519+11.4% | $7,897-8.0% | $4,139+75.5% |
| Admin fee / account holder | $3,129 | $8,390-62.7% | $13,129-76.2% | $7,234-56.7% |