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 | $23,457 | $159,934-85.3% | $147,005-84.0% | $145,959-83.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.44% | 98.24%-87.8pp | 418.76%-408.3pp | 561.95%-551.5pp |
| Employer contribution / active EE | $4,370 | $5,287-17.3% | $4,934-11.4% | $4,661-6.2% |
| Participant deferral / active EE | $6,845 | $8,427-18.8% | $8,070-15.2% | $6,689+2.3% |
| Admin fee / account holder | $5,492 | $15,053-63.5% | $13,006-57.8% | $13,398-59.0% |