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 5-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 | $22,513 | $154,228-85.4% | $145,433-84.5% | $137,256-83.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 21.39% | 74.59%-53.2pp | 66.58%-45.2pp | 220.34%-199.0pp |
| Employer contribution / active EE | $3,480 | $4,804-27.6% | $4,554-23.6% | $4,156-16.3% |
| Participant deferral / active EE | $3,994 | $8,216-51.4% | $7,897-49.4% | $6,407-37.7% |
| Admin fee / account holder | $510 | $14,344-96.4% | $13,129-96.1% | $12,270-95.8% |