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 3-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 | $18,961 | $72,071-73.7% | $68,368-72.3% | $137,256-86.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 30.09% | 353.14%-323.1pp | 292.57%-262.5pp | 220.34%-190.3pp |
| Employer contribution / active EE | $3,645 | $2,788+30.7% | $2,649+37.6% | $4,156-12.3% |
| Participant deferral / active EE | $5,902 | $4,410+33.8% | $4,123+43.2% | $6,407-7.9% |
| Admin fee / account holder | $1,982 | $5,336-62.9% | $5,150-61.5% | $12,270-83.8% |