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 | $93,355 | $111,535-16.3% | $105,223-11.3% | $137,256-32.0% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 17.40% | 237.85%-220.5pp | 180.65%-163.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,621 | $3,939-33.5% | $3,689-28.9% | $4,156-36.9% |
| Participant deferral / active EE | $3,887 | $5,500-29.3% | $5,072-23.4% | $6,407-39.3% |
| Admin fee / account holder | $11,690 | $9,721+20.2% | $8,859+32.0% | $12,270-4.7% |