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 4-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 | $47,327 | $124,425-62.0% | $112,040-57.8% | $137,256-65.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 21.24% | 24.72%-3.5pp | 24.52%-3.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $4,493 | $3,411+31.7% | $2,954+52.1% | $4,156+8.1% |
| Participant deferral / active EE | $8,401 | $5,718+46.9% | $5,098+64.8% | $6,407+31.1% |
| Admin fee / account holder | $3,601 | $15,207-76.3% | $12,098-70.2% | $12,270-70.7% |