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 5-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 | $36,418 | $78,520-53.6% | $96,576-62.3% | $82,448-55.8% |
| Participation rate | 96.7% | 77.7%+18.9pp | 81.4%+15.2pp | 68.1%+28.6pp |
| Annual return | 33.61% | 41.30%-7.7pp | 38.47%-4.9pp | 41.64%-8.0pp |
| Employer contribution / active EE | $4,445 | $2,630+69.1% | $3,553+25.1% | $2,551+74.3% |
| Participant deferral / active EE | $9,501 | $6,754+40.7% | $7,956+19.4% | $4,139+129.5% |
| Admin fee / account holder | $4,634 | $13,455-65.6% | $11,381-59.3% | $7,234-35.9% |