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 | $66,983 | $95,453-29.8% | $112,040-40.2% | $82,448-18.8% |
| Participation rate | 88.1% | 72.8%+15.3pp | 76.5%+11.6pp | 68.1%+20.0pp |
| Annual return | 15.30% | 23.92%-8.6pp | 24.52%-9.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $1,617 | $2,318-30.2% | $2,954-45.3% | $2,551-36.6% |
| Participant deferral / active EE | $3,945 | $4,224-6.6% | $5,098-22.6% | $4,139-4.7% |
| Admin fee / account holder | $5,277 | $9,013-41.4% | $12,098-56.4% | $7,234-27.1% |