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 7-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 | $126,530 | $180,749-30.0% | $160,784-21.3% | $137,256-7.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.17% | 2234.46%-2217.3pp | 1803.92%-1786.8pp | 220.34%-203.2pp |
| Employer contribution / active EE | $5,070 | $4,155+22.0% | $3,733+35.8% | $4,156+22.0% |
| Participant deferral / active EE | $5,658 | $6,844-17.3% | $6,293-10.1% | $6,407-11.7% |
| Admin fee / account holder | $1,254 | $10,397-87.9% | $9,717-87.1% | $12,270-89.8% |