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 8-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 | $29,186 | $154,228-81.1% | $145,433-79.9% | $137,256-78.7% |
| Participation rate | 88.2% | 83.8%+4.4pp | 82.1%+6.1pp | 80.0%+8.3pp |
| Annual return | 17.69% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,370 | $4,804-71.5% | $4,554-69.9% | $4,156-67.0% |
| Participant deferral / active EE | $2,864 | $8,216-65.1% | $7,897-63.7% | $6,407-55.3% |
| Admin fee / account holder | $1,681 | $14,344-88.3% | $13,129-87.2% | $12,270-86.3% |