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 | $114,918 | $101,763+12.9% | $164,866-30.3% | $80,874+42.1% |
| Participation rate | 70.1% | 71.8%-1.7pp | 78.6%-8.5pp | 67.6%+2.5pp |
| Annual return | 16.53% | 16.73%-0.2pp | 69.97%-53.4pp | 35.62%-19.1pp |
| Employer contribution / active EE | $1,740 | $2,954-41.1% | $4,343-59.9% | $2,756-36.8% |
| Participant deferral / active EE | $3,470 | $4,477-22.5% | $6,033-42.5% | $4,297-19.2% |
| Admin fee / account holder | $2,593 | $8,228-68.5% | $12,689-79.6% | $6,935-62.6% |