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 | $120,597 | $154,228-21.8% | $145,433-17.1% | $137,256-12.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.87% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $4,805 | $4,8040% | $4,554+5.5% | $4,156+15.6% |
| Participant deferral / active EE | $13,708 | $8,216+66.8% | $7,897+73.6% | $6,407+114.0% |
| Admin fee / account holder | $692 | $14,344-95.2% | $13,129-94.7% | $12,270-94.4% |