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 9-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 | $154,408 | $154,228+0.1% | $145,433+6.2% | $137,256+12.5% |
| Participation rate | 95.8% | 83.8%+12.0pp | 82.1%+13.7pp | 80.0%+15.9pp |
| Annual return | 19.92% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $11,988 | $4,804+149.5% | $4,554+163.2% | $4,156+188.4% |
| Participant deferral / active EE | $12,739 | $8,216+55.0% | $7,897+61.3% | $6,407+98.8% |
| Admin fee / account holder | $4,906 | $14,344-65.8% | $13,129-62.6% | $12,270-60.0% |