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 | $136,010 | $106,749+27.4% | $145,433-6.5% | $82,448+65.0% |
| Participation rate | 80.4% | 75.6%+4.8pp | 82.1%-1.7pp | 68.1%+12.4pp |
| Annual return | 16.82% | 27.59%-10.8pp | 66.58%-49.8pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,406 | $3,444-30.1% | $4,554-47.2% | $2,551-5.7% |
| Participant deferral / active EE | $4,429 | $6,519-32.1% | $7,897-43.9% | $4,139+7.0% |
| Admin fee / account holder | $9,784 | $8,390+16.6% | $13,129-25.5% | $7,234+35.3% |