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 | $73,080 | $154,228-52.6% | $145,433-49.8% | $137,256-46.8% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 80.0%-1.4pp |
| Annual return | 16.20% | 74.59%-58.4pp | 66.58%-50.4pp | 220.34%-204.1pp |
| Employer contribution / active EE | $5,698 | $4,804+18.6% | $4,554+25.1% | $4,156+37.1% |
| Participant deferral / active EE | $13,966 | $8,216+70.0% | $7,897+76.8% | $6,407+118.0% |
| Admin fee / account holder | $28,559 | $14,344+99.1% | $13,129+117.5% | $12,270+132.8% |