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 4-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 | $20,216 | $111,535-81.9% | $105,223-80.8% | $137,256-85.3% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 22.01% | 237.85%-215.8pp | 180.65%-158.6pp | 220.34%-198.3pp |
| Employer contribution / active EE | $2,401 | $3,939-39.1% | $3,689-34.9% | $4,156-42.2% |
| Participant deferral / active EE | $2,670 | $5,500-51.4% | $5,072-47.3% | $6,407-58.3% |
| Admin fee / account holder | $408 | $9,721-95.8% | $8,859-95.4% | $12,270-96.7% |