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 | $33,631 | $180,749-81.4% | $160,784-79.1% | $137,256-75.5% |
| Participation rate | 84.2% | 80.0%+4.2pp | 77.0%+7.3pp | 80.0%+4.3pp |
| Annual return | 13.85% | 2234.46%-2220.6pp | 1803.92%-1790.1pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,123 | $4,155-73.0% | $3,733-69.9% | $4,156-73.0% |
| Participant deferral / active EE | $3,286 | $6,844-52.0% | $6,293-47.8% | $6,407-48.7% |
| Admin fee / account holder | $5,477 | $10,397-47.3% | $9,717-43.6% | $12,270-55.4% |