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 | $84,119 | $154,228-45.5% | $145,433-42.2% | $137,256-38.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 15.96% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $3,935 | $4,804-18.1% | $4,554-13.6% | $4,156-5.3% |
| Participant deferral / active EE | $9,571 | $8,216+16.5% | $7,897+21.2% | $6,407+49.4% |
| Admin fee / account holder | $3,061 | $14,344-78.7% | $13,129-76.7% | $12,270-75.1% |