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 4-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 | $84,374 | $154,228-45.3% | $145,433-42.0% | $137,256-38.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 23.87% | 74.59%-50.7pp | 66.58%-42.7pp | 220.34%-196.5pp |
| Employer contribution / active EE | $23,553 | $4,804+390.3% | $4,554+417.1% | $4,156+466.7% |
| Participant deferral / active EE | $12,850 | $8,216+56.4% | $7,897+62.7% | $6,407+100.6% |
| Admin fee / account holder | $1,273 | $14,344-91.1% | $13,129-90.3% | $12,270-89.6% |