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 | $142,480 | $98,652+44.4% | $142,942-0.3% | $82,448+72.8% |
| Participation rate | 81.8% | 72.8%+9.1pp | 76.8%+5.0pp | 68.1%+13.8pp |
| Annual return | 15.92% | 22.65%-6.7pp | 113.70%-97.8pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,230 | $3,211-61.7% | $4,139-70.3% | $2,551-51.8% |
| Participant deferral / active EE | $7,171 | $5,580+28.5% | $7,128+0.6% | $4,139+73.3% |
| Admin fee / account holder | $4,034 | $8,078-50.1% | $12,475-67.7% | $7,234-44.2% |