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 | $49,291 | $154,228-68.0% | $145,433-66.1% | $137,256-64.1% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 16.58% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,932 | $4,804-39.0% | $4,554-35.6% | $4,156-29.4% |
| Participant deferral / active EE | $6,555 | $8,216-20.2% | $7,897-17.0% | $6,407+2.3% |
| Admin fee / account holder | $2,304 | $14,344-83.9% | $13,129-82.4% | $12,270-81.2% |