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 | $82,868 | $111,814-25.9% | $93,654-11.5% | $145,959-43.2% |
| Participation rate | 88.9% | 74.2%+14.7pp | 68.7%+20.2pp | 80.3%+8.6pp |
| Annual return | 10.75% | 203.30%-192.5pp | 133.34%-122.6pp | 561.95%-551.2pp |
| Employer contribution / active EE | $1,460 | $3,092-52.8% | $2,421-39.7% | $4,661-68.7% |
| Participant deferral / active EE | $1,990 | $4,914-59.5% | $4,413-54.9% | $6,689-70.3% |
| Admin fee / account holder | $508 | $10,246-95.0% | $8,282-93.9% | $13,398-96.2% |