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 | $108,568 | $154,228-29.6% | $145,433-25.3% | $137,256-20.9% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 14.67% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $6,715 | $4,804+39.8% | $4,554+47.4% | $4,156+61.6% |
| Participant deferral / active EE | $7,012 | $8,216-14.7% | $7,897-11.2% | $6,407+9.4% |
| Admin fee / account holder | $2,131 | $14,344-85.1% | $13,129-83.8% | $12,270-82.6% |