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 | $39,773 | $67,823-41.4% | $52,425-24.1% | $137,256-71.0% |
| Participation rate | 71.4% | 63.9%+7.5pp | 55.6%+15.8pp | 80.0%-8.5pp |
| Annual return | 18.22% | 219.11%-200.9pp | 302.12%-283.9pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,295 | $1,163+11.3% | $914+41.6% | $4,156-68.9% |
| Participant deferral / active EE | $2,144 | $2,288-6.3% | $1,790+19.8% | $6,407-66.5% |
| Admin fee / account holder | $367 | $2,844-87.1% | $2,495-85.3% | $12,270-97.0% |