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 8-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 | $90,345 | $166,020-45.6% | $164,866-45.2% | $145,959-38.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 12.15% | 100.08%-87.9pp | 69.97%-57.8pp | 561.95%-549.8pp |
| Employer contribution / active EE | $1,913 | $5,275-63.7% | $4,343-56.0% | $4,661-59.0% |
| Participant deferral / active EE | $10,102 | $6,961+45.1% | $6,033+67.5% | $6,689+51.0% |
| Admin fee / account holder | $2,508 | $16,644-84.9% | $12,689-80.2% | $13,398-81.3% |