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 | $57,488 | $172,111-66.6% | $150,298-61.8% | $137,256-58.1% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 14.01% | 69.37%-55.4pp | 62.79%-48.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,936 | $4,636-58.2% | $4,154-53.4% | $4,156-53.4% |
| Participant deferral / active EE | $9,204 | $6,166+49.3% | $5,453+68.8% | $6,407+43.7% |
| Admin fee / account holder | $1,113 | $16,471-93.2% | $14,116-92.1% | $12,270-90.9% |