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 6-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 | $64,229 | $146,267-56.1% | $197,124-67.4% | $82,448-22.1% |
| Participation rate | 89.0% | 84.0%+5.0pp | 86.7%+2.3pp | 68.1%+20.9pp |
| Annual return | 18.98% | 29.61%-10.6pp | 44.34%-25.4pp | 41.64%-22.7pp |
| Employer contribution / active EE | $2,245 | $4,723-52.5% | $6,227-64.0% | $2,551-12.0% |
| Participant deferral / active EE | $6,155 | $7,035-12.5% | $9,135-32.6% | $4,139+48.7% |
| Admin fee / account holder | $2,599 | $14,422-82.0% | $16,298-84.1% | $7,234-64.1% |