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 | $110,466 | $111,814-1.2% | $103,374+6.9% | $145,959-24.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.30% | 24.77%-13.5pp | 24.89%-13.6pp | 561.95%-550.7pp |
| Employer contribution / active EE | $2,712 | $4,214-35.6% | $3,869-29.9% | $4,661-41.8% |
| Participant deferral / active EE | $6,433 | $5,618+14.5% | $5,058+27.2% | $6,689-3.8% |
| Admin fee / account holder | $2,883 | $9,754-70.4% | $8,394-65.7% | $13,398-78.5% |