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 | $79,628 | $101,763-21.8% | $164,866-51.7% | $80,874-1.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.81% | 16.73%-3.9pp | 69.97%-57.2pp | 35.62%-22.8pp |
| Employer contribution / active EE | $4,421 | $2,954+49.6% | $4,343+1.8% | $2,756+60.4% |
| Participant deferral / active EE | $8,648 | $4,477+93.2% | $6,033+43.3% | $4,297+101.3% |
| Admin fee / account holder | $2,972 | $8,228-63.9% | $12,689-76.6% | $6,935-57.1% |