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 3-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 | $4,558 | $67,823-93.3% | $52,425-91.3% | $137,256-96.7% |
| Participation rate | 87.5% | 63.9%+23.6pp | 55.6%+31.9pp | 80.0%+7.5pp |
| Annual return | 24.23% | 219.11%-194.9pp | 302.12%-277.9pp | 220.34%-196.1pp |
| Employer contribution / active EE | $825 | $1,163-29.1% | $914-9.8% | $4,156-80.2% |
| Participant deferral / active EE | $933 | $2,288-59.2% | $1,790-47.9% | $6,407-85.4% |
| Admin fee / account holder | $343 | $2,844-87.9% | $2,495-86.2% | $12,270-97.2% |