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 7-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 | $75,475 | $154,228-51.1% | $145,433-48.1% | $137,256-45.0% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 19.98% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,206 | $4,804-33.3% | $4,554-29.6% | $4,156-22.9% |
| Participant deferral / active EE | $8,867 | $8,216+7.9% | $7,897+12.3% | $6,407+38.4% |
| Admin fee / account holder | $392 | $14,344-97.3% | $13,129-97.0% | $12,270-96.8% |