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 | $104,264 | $172,111-39.4% | $150,298-30.6% | $137,256-24.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 23.31% | 69.37%-46.1pp | 62.79%-39.5pp | 220.34%-197.0pp |
| Employer contribution / active EE | $4,282 | $4,636-7.6% | $4,154+3.1% | $4,156+3.0% |
| Participant deferral / active EE | $4,282 | $6,166-30.6% | $5,453-21.5% | $6,407-33.2% |
| Admin fee / account holder | $875 | $16,471-94.7% | $14,116-93.8% | $12,270-92.9% |