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 | $25,385 | $68,097-62.7% | $62,929-59.7% | $137,256-81.5% |
| Participation rate | 80.0% | 77.4%+2.6pp | 73.1%+6.9pp | 80.0%0pp |
| Annual return | 13.08% | 1859.11%-1846.0pp | 1063.93%-1050.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $1,740 | $2,811-38.1% | $2,505-30.5% | $4,156-58.1% |
| Participant deferral / active EE | $6,256 | $4,553+37.4% | $3,888+60.9% | $6,407-2.4% |
| Admin fee / account holder | $839 | $6,521-87.1% | $5,065-83.4% | $12,270-93.2% |