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 | $30,780 | $154,228-80.0% | $145,433-78.8% | $137,256-77.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 35.74% | 74.59%-38.8pp | 66.58%-30.8pp | 220.34%-184.6pp |
| Employer contribution / active EE | $2,780 | $4,804-42.1% | $4,554-39.0% | $4,156-33.1% |
| Participant deferral / active EE | $6,265 | $8,216-23.8% | $7,897-20.7% | $6,407-2.2% |
| Admin fee / account holder | $875 | $14,344-93.9% | $13,129-93.3% | $12,270-92.9% |