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 | $114,750 | $159,934-28.3% | $147,005-21.9% | $145,959-21.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.90% | 98.24%-79.3pp | 418.76%-399.9pp | 561.95%-543.1pp |
| Employer contribution / active EE | $3,650 | $5,287-31.0% | $4,934-26.0% | $4,661-21.7% |
| Participant deferral / active EE | $13,061 | $8,427+55.0% | $8,070+61.9% | $6,689+95.3% |
| Admin fee / account holder | $945 | $15,053-93.7% | $13,006-92.7% | $13,398-92.9% |