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 | $110,741 | $183,592-39.7% | $155,567-28.8% | $145,959-24.1% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 10.66% | 61.24%-50.6pp | 64.74%-54.1pp | 561.95%-551.3pp |
| Employer contribution / active EE | $1,810 | $5,315-65.9% | $4,674-61.3% | $4,661-61.2% |
| Participant deferral / active EE | $5,812 | $6,464-10.1% | $5,628+3.3% | $6,689-13.1% |
| Admin fee / account holder | $9,992 | $19,318-48.3% | $15,916-37.2% | $13,398-25.4% |