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 | $39,877 | $88,672-55.0% | $105,223-62.1% | $82,448-51.6% |
| Participation rate | 92.1% | 67.9%+24.2pp | 75.0%+17.1pp | 68.1%+24.0pp |
| Annual return | 13.69% | 30.86%-17.2pp | 180.65%-167.0pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,780 | $3,048-8.8% | $3,689-24.6% | $2,551+9.0% |
| Participant deferral / active EE | $4,014 | $4,036-0.5% | $5,072-20.9% | $4,139-3.0% |
| Admin fee / account holder | $5,584 | $7,146-21.9% | $8,859-37.0% | $7,234-22.8% |