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 | $22,929 | $52,353-56.2% | $120,225-80.9% | $82,448-72.2% |
| Participation rate | 84.1% | 58.3%+25.8pp | 69.6%+14.5pp | 68.1%+16.0pp |
| Annual return | 14.79% | 61.85%-47.1pp | 439.23%-424.4pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $976 | $2,627-62.8% | $3,999-75.6% | $4,139-76.4% |
| Admin fee / account holder | $1,103 | $4,363-74.7% | $5,696-80.6% | $7,234-84.8% |