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 10-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 | $48,303 | $159,934-69.8% | $147,005-67.1% | $145,959-66.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.78% | 98.24%-86.5pp | 418.76%-407.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $1,729 | $5,287-67.3% | $4,934-65.0% | $4,661-62.9% |
| Participant deferral / active EE | $3,487 | $8,427-58.6% | $8,070-56.8% | $6,689-47.9% |
| Admin fee / account holder | $6,043 | $15,053-59.9% | $13,006-53.5% | $13,398-54.9% |