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 7-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 | $29,798 | $111,535-73.3% | $105,223-71.7% | $137,256-78.3% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.0%+9.6pp | 80.0%+4.7pp |
| Annual return | 21.40% | 237.85%-216.5pp | 180.65%-159.2pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,751 | $3,939-55.5% | $3,689-52.5% | $4,156-57.9% |
| Participant deferral / active EE | $6,437 | $5,500+17.0% | $5,072+26.9% | $6,407+0.5% |
| Admin fee / account holder | $1,877 | $9,721-80.7% | $8,859-78.8% | $12,270-84.7% |