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 | $58,861 | $102,382-42.5% | $147,005-60.0% | $80,874-27.2% |
| Participation rate | 70.6% | 75.8%-5.3pp | 82.2%-11.6pp | 67.6%+2.9pp |
| Annual return | 16.20% | 134.89%-118.7pp | 418.76%-402.6pp | 35.62%-19.4pp |
| Employer contribution / active EE | $3,721 | $3,715+0.2% | $4,934-24.6% | $2,756+35.0% |
| Participant deferral / active EE | $9,039 | $6,646+36.0% | $8,070+12.0% | $4,297+110.4% |
| Admin fee / account holder | $3,953 | $7,942-50.2% | $13,006-69.6% | $6,935-43.0% |