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 | $66,262 | $172,111-61.5% | $150,298-55.9% | $137,256-51.7% |
| Participation rate | 93.3% | 81.7%+11.6pp | 77.8%+15.6pp | 80.0%+13.4pp |
| Annual return | 18.56% | 69.37%-50.8pp | 62.79%-44.2pp | 220.34%-201.8pp |
| Employer contribution / active EE | $3,370 | $4,636-27.3% | $4,154-18.9% | $4,156-18.9% |
| Participant deferral / active EE | $9,407 | $6,166+52.6% | $5,453+72.5% | $6,407+46.8% |
| Admin fee / account holder | $969 | $16,471-94.1% | $14,116-93.1% | $12,270-92.1% |