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 | $58,650 | $67,823-13.5% | $52,425+11.9% | $137,256-57.3% |
| Participation rate | 87.5% | 63.9%+23.6pp | 55.6%+31.9pp | 80.0%+7.5pp |
| Annual return | 18.59% | 219.11%-200.5pp | 302.12%-283.5pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,536 | $1,163+32.1% | $914+68.0% | $4,156-63.0% |
| Participant deferral / active EE | $3,984 | $2,288+74.1% | $1,790+122.5% | $6,407-37.8% |
| Admin fee / account holder | $1,224 | $2,844-57.0% | $2,495-51.0% | $12,270-90.0% |