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 | $99,170 | $78,520+26.3% | $96,576+2.7% | $82,448+20.3% |
| Participation rate | 74.0% | 77.7%-3.7pp | 81.4%-7.4pp | 68.1%+6.0pp |
| Annual return | 16.90% | 41.30%-24.4pp | 38.47%-21.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $3,105 | $2,630+18.1% | $3,553-12.6% | $2,551+21.7% |
| Participant deferral / active EE | $6,324 | $6,754-6.4% | $7,956-20.5% | $4,139+52.8% |
| Admin fee / account holder | $12,306 | $13,455-8.5% | $11,381+8.1% | $7,234+70.1% |