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 7-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 | $12,378 | $72,071-82.8% | $68,368-81.9% | $137,256-91.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 15.47% | 353.14%-337.7pp | 292.57%-277.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $1,973 | $2,788-29.2% | $2,649-25.5% | $4,156-52.5% |
| Participant deferral / active EE | $4,544 | $4,410+3.0% | $4,123+10.2% | $6,407-29.1% |
| Admin fee / account holder | $4,707 | $5,336-11.8% | $5,150-8.6% | $12,270-61.6% |