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 3-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 | $10,264 | $111,535-90.8% | $105,223-90.2% | $137,256-92.5% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 80.0%+10.9pp |
| Annual return | 21.58% | 237.85%-216.3pp | 180.65%-159.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,514 | $3,939-61.6% | $3,689-59.0% | $4,156-63.6% |
| Participant deferral / active EE | $3,999 | $5,500-27.3% | $5,072-21.1% | $6,407-37.6% |
| Admin fee / account holder | $1,027 | $9,721-89.4% | $8,859-88.4% | $12,270-91.6% |