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 | $129,238 | $172,111-24.9% | $150,298-14.0% | $137,256-5.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.92% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $4,075 | $4,636-12.1% | $4,154-1.9% | $4,156-1.9% |
| Participant deferral / active EE | $4,829 | $6,166-21.7% | $5,453-11.4% | $6,407-24.6% |
| Admin fee / account holder | $3,395 | $16,471-79.4% | $14,116-75.9% | $12,270-72.3% |