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 | $81,944 | $111,535-26.5% | $105,223-22.1% | $137,256-40.3% |
| Participation rate | 77.8% | 78.1%-0.3pp | 75.0%+2.7pp | 80.0%-2.2pp |
| Annual return | 58.02% | 237.85%-179.8pp | 180.65%-122.6pp | 220.34%-162.3pp |
| Employer contribution / active EE | $3,162 | $3,939-19.7% | $3,689-14.3% | $4,156-23.9% |
| Participant deferral / active EE | $5,187 | $5,500-5.7% | $5,072+2.3% | $6,407-19.0% |
| Admin fee / account holder | $519 | $9,721-94.7% | $8,859-94.1% | $12,270-95.8% |