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 | $30,179 | $178,174-83.1% | $156,181-80.7% | $137,256-78.0% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.8%+6.2pp | 80.0%+5.0pp |
| Annual return | 18.96% | 84.19%-65.2pp | 64.87%-45.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $3,061 | $4,972-38.4% | $4,294-28.7% | $4,156-26.4% |
| Participant deferral / active EE | $4,262 | $6,888-38.1% | $6,132-30.5% | $6,407-33.5% |
| Admin fee / account holder | $603 | $17,404-96.5% | $14,586-95.9% | $12,270-95.1% |