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 | $35,002 | $81,233-56.9% | $155,567-77.5% | $80,874-56.7% |
| Participation rate | 97.8% | 66.2%+31.5pp | 78.2%+19.6pp | 67.6%+30.1pp |
| Annual return | 13.88% | 33.33%-19.4pp | 64.74%-50.9pp | 35.62%-21.7pp |
| Employer contribution / active EE | $2,242 | $3,101-27.7% | $4,674-52.0% | $2,756-18.6% |
| Participant deferral / active EE | $4,408 | $3,452+27.7% | $5,628-21.7% | $4,297+2.6% |
| Admin fee / account holder | $1,299 | $7,998-83.8% | $15,916-91.8% | $6,935-81.3% |