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 9-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 | $70,694 | $106,749-33.8% | $145,433-51.4% | $82,448-14.3% |
| Participation rate | 95.0% | 75.6%+19.4pp | 82.1%+12.9pp | 68.1%+26.9pp |
| Annual return | 15.80% | 27.59%-11.8pp | 66.58%-50.8pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,867 | $3,444-16.8% | $4,554-37.1% | $2,551+12.4% |
| Participant deferral / active EE | $4,027 | $6,519-38.2% | $7,897-49.0% | $4,139-2.7% |
| Admin fee / account holder | $4,015 | $8,390-52.1% | $13,129-69.4% | $7,234-44.5% |