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 | $54,260 | $81,233-33.2% | $155,567-65.1% | $80,874-32.9% |
| Participation rate | 96.2% | 66.2%+29.9pp | 78.2%+18.0pp | 67.6%+28.5pp |
| Annual return | 14.37% | 33.33%-19.0pp | 64.74%-50.4pp | 35.62%-21.3pp |
| Employer contribution / active EE | $1,411 | $3,101-54.5% | $4,674-69.8% | $2,756-48.8% |
| Participant deferral / active EE | $4,179 | $3,452+21.1% | $5,628-25.7% | $4,297-2.7% |
| Admin fee / account holder | $3,319 | $7,998-58.5% | $15,916-79.2% | $6,935-52.1% |