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 9-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 | $44,712 | $201,259-77.8% | $184,200-75.7% | $145,959-69.4% |
| Participation rate | 88.9% | 87.5%+1.4pp | 86.8%+2.1pp | 80.3%+8.6pp |
| Annual return | 10.33% | 28.98%-18.7pp | 28.80%-18.5pp | 561.95%-551.6pp |
| Employer contribution / active EE | $1,827 | $7,018-74.0% | $6,424-71.6% | $4,661-60.8% |
| Participant deferral / active EE | $7,958 | $9,806-18.9% | $9,132-12.9% | $6,689+19.0% |
| Admin fee / account holder | $584 | $16,372-96.4% | $13,907-95.8% | $13,398-95.6% |