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 7-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 | $30,079 | $154,228-80.5% | $145,433-79.3% | $137,256-78.1% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 21.26% | 74.59%-53.3pp | 66.58%-45.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $3,038 | $4,804-36.8% | $4,554-33.3% | $4,156-26.9% |
| Participant deferral / active EE | $4,925 | $8,216-40.1% | $7,897-37.6% | $6,407-23.1% |
| Admin fee / account holder | $1,887 | $14,344-86.8% | $13,129-85.6% | $12,270-84.6% |