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 | $54,006 | $81,446-33.7% | $103,374-47.8% | $80,874-33.2% |
| Participation rate | 82.9% | 66.9%+16.0pp | 74.5%+8.3pp | 67.6%+15.2pp |
| Annual return | 10.70% | 25.57%-14.9pp | 24.89%-14.2pp | 35.62%-24.9pp |
| Employer contribution / active EE | $2,751 | $3,107-11.5% | $3,869-28.9% | $2,756-0.2% |
| Participant deferral / active EE | $6,836 | $3,870+76.6% | $5,058+35.2% | $4,297+59.1% |
| Admin fee / account holder | $5,254 | $6,715-21.8% | $8,394-37.4% | $6,935-24.2% |