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 4-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 | $30,391 | $100,970-69.9% | $96,576-68.5% | $137,256-77.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 21.89% | 38.16%-16.3pp | 38.47%-16.6pp | 220.34%-198.5pp |
| Employer contribution / active EE | $6,199 | $3,809+62.7% | $3,553+74.5% | $4,156+49.2% |
| Participant deferral / active EE | $13,870 | $8,286+67.4% | $7,956+74.3% | $6,407+116.5% |
| Admin fee / account holder | $4,299 | $11,312-62.0% | $11,381-62.2% | $12,270-65.0% |