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 4-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 | $130,586 | $178,174-26.7% | $156,181-16.4% | $137,256-4.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 15.40% | 84.19%-68.8pp | 64.87%-49.5pp | 220.34%-204.9pp |
| Employer contribution / active EE | $9,206 | $4,972+85.2% | $4,294+114.4% | $4,156+121.5% |
| Participant deferral / active EE | $31,000 | $6,888+350.1% | $6,132+405.5% | $6,407+383.9% |
| Admin fee / account holder | $846 | $17,404-95.1% | $14,586-94.2% | $12,270-93.1% |