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 8-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 | $59,997 | $161,352-62.8% | $134,172-55.3% | $137,256-56.3% |
| Participation rate | 88.9% | 78.3%+10.6pp | 72.5%+16.4pp | 80.0%+8.9pp |
| Annual return | 18.87% | 28.72%-9.8pp | 25.30%-6.4pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,333 | $4,099-43.1% | $3,420-31.8% | $4,156-43.9% |
| Participant deferral / active EE | $4,042 | $5,552-27.2% | $4,690-13.8% | $6,407-36.9% |
| Admin fee / account holder | $4,104 | $15,028-72.7% | $12,016-65.8% | $12,270-66.5% |