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 | $94,899 | $172,111-44.9% | $150,298-36.9% | $137,256-30.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.13% | 69.37%-55.2pp | 62.79%-48.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,468 | $4,636-46.8% | $4,154-40.6% | $4,156-40.6% |
| Participant deferral / active EE | $10,173 | $6,166+65.0% | $5,453+86.6% | $6,407+58.8% |
| Admin fee / account holder | $1,813 | $16,471-89.0% | $14,116-87.2% | $12,270-85.2% |