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 | $26,342 | $154,228-82.9% | $145,433-81.9% | $137,256-80.8% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 21.89% | 74.59%-52.7pp | 66.58%-44.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,873 | $4,804-40.2% | $4,554-36.9% | $4,156-30.9% |
| Participant deferral / active EE | $9,053 | $8,216+10.2% | $7,897+14.6% | $6,407+41.3% |
| Admin fee / account holder | $5,420 | $14,344-62.2% | $13,129-58.7% | $12,270-55.8% |