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 | $5,017 | $101,618-95.1% | $93,063-94.6% | $137,256-96.3% |
| Participation rate | 71.4% | 74.9%-3.5pp | 72.1%-0.7pp | 80.0%-8.5pp |
| Annual return | 19.86% | 223.95%-204.1pp | 34.15%-14.3pp | 220.34%-200.5pp |
| Employer contribution / active EE | $550 | $2,707-79.7% | $2,476-77.8% | $4,156-86.8% |
| Participant deferral / active EE | $1,104 | $4,279-74.2% | $3,958-72.1% | $6,407-82.8% |
| Admin fee / account holder | $997 | $6,198-83.9% | $6,033-83.5% | $12,270-91.9% |