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 | $4,947 | $67,823-92.7% | $52,425-90.6% | $137,256-96.4% |
| Participation rate | 90.9% | 63.9%+27.0pp | 55.6%+35.3pp | 80.0%+10.9pp |
| Annual return | 18.98% | 219.11%-200.1pp | 302.12%-283.1pp | 220.34%-201.4pp |
| Employer contribution / active EE | $642 | $1,163-44.8% | $914-29.8% | $4,156-84.5% |
| Participant deferral / active EE | $1,072 | $2,288-53.1% | $1,790-40.1% | $6,407-83.3% |
| Admin fee / account holder | $779 | $2,844-72.6% | $2,495-68.8% | $12,270-93.7% |