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 | $80,929 | $180,749-55.2% | $160,784-49.7% | $137,256-41.0% |
| Participation rate | 80.0% | 80.0%0pp | 77.0%+3.0pp | 80.0%0pp |
| Annual return | 20.10% | 2234.46%-2214.4pp | 1803.92%-1783.8pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,452 | $4,155-41.0% | $3,733-34.3% | $4,156-41.0% |
| Participant deferral / active EE | $2,938 | $6,844-57.1% | $6,293-53.3% | $6,407-54.1% |
| Admin fee / account holder | $592 | $10,397-94.3% | $9,717-93.9% | $12,270-95.2% |