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 | $68,069 | $76,407-10.9% | $150,298-54.7% | $82,448-17.4% |
| Participation rate | 90.2% | 66.4%+23.8pp | 77.8%+12.4pp | 68.1%+22.1pp |
| Annual return | 16.91% | 39.99%-23.1pp | 62.79%-45.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $4,436 | $2,614+69.7% | $4,154+6.8% | $2,551+73.9% |
| Participant deferral / active EE | $4,995 | $3,214+55.4% | $5,453-8.4% | $4,139+20.7% |
| Admin fee / account holder | $5,050 | $6,352-20.5% | $14,116-64.2% | $7,234-30.2% |