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 | $32,548 | $81,233-59.9% | $155,567-79.1% | $80,874-59.8% |
| Participation rate | 88.2% | 66.2%+22.0pp | 78.2%+10.0pp | 67.6%+20.6pp |
| Annual return | 12.23% | 33.33%-21.1pp | 64.74%-52.5pp | 35.62%-23.4pp |
| Employer contribution / active EE | $2,045 | $3,101-34.1% | $4,674-56.3% | $2,756-25.8% |
| Participant deferral / active EE | $8,404 | $3,452+143.5% | $5,628+49.3% | $4,297+95.6% |
| Admin fee / account holder | $10,687 | $7,998+33.6% | $15,916-32.9% | $6,935+54.1% |