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 | $96,587 | $178,174-45.8% | $156,181-38.2% | $137,256-29.6% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.8%+15.3pp | 80.0%+14.2pp |
| Annual return | 10.79% | 84.19%-73.4pp | 64.87%-54.1pp | 220.34%-209.6pp |
| Employer contribution / active EE | $3,854 | $4,972-22.5% | $4,294-10.2% | $4,156-7.3% |
| Participant deferral / active EE | $5,682 | $6,888-17.5% | $6,132-7.3% | $6,407-11.3% |
| Admin fee / account holder | $1,212 | $17,404-93.0% | $14,586-91.7% | $12,270-90.1% |