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 | $66,915 | $172,111-61.1% | $150,298-55.5% | $137,256-51.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 11.39% | 69.37%-58.0pp | 62.79%-51.4pp | 220.34%-208.9pp |
| Employer contribution / active EE | $7,185 | $4,636+55.0% | $4,154+73.0% | $4,156+72.9% |
| Participant deferral / active EE | $5,792 | $6,166-6.1% | $5,453+6.2% | $6,407-9.6% |
| Admin fee / account holder | $1,671 | $16,471-89.9% | $14,116-88.2% | $12,270-86.4% |