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 | $12,805 | $111,814-88.5% | $103,374-87.6% | $145,959-91.2% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 12.04% | 24.77%-12.7pp | 24.89%-12.9pp | 561.95%-549.9pp |
| Employer contribution / active EE | $2,395 | $4,214-43.2% | $3,869-38.1% | $4,661-48.6% |
| Participant deferral / active EE | $3,398 | $5,618-39.5% | $5,058-32.8% | $6,689-49.2% |
| Admin fee / account holder | $6,959 | $9,754-28.7% | $8,394-17.1% | $13,398-48.1% |