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 | $28,308 | $47,479-40.4% | $62,929-55.0% | $82,448-65.7% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 16.18% | 20.34%-4.2pp | 1063.93%-1047.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $2,477 | $1,885+31.4% | $2,505-1.1% | $2,551-2.9% |
| Participant deferral / active EE | $3,349 | $2,870+16.7% | $3,888-13.9% | $4,139-19.1% |
| Admin fee / account holder | $1,330 | $3,804-65.0% | $5,065-73.7% | $7,234-81.6% |