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 | $44,244 | $100,970-56.2% | $96,576-54.2% | $137,256-67.8% |
| Participation rate | 91.7% | 82.6%+9.1pp | 81.4%+10.2pp | 80.0%+11.7pp |
| Annual return | 21.68% | 38.16%-16.5pp | 38.47%-16.8pp | 220.34%-198.7pp |
| Employer contribution / active EE | $4,657 | $3,809+22.3% | $3,553+31.1% | $4,156+12.1% |
| Participant deferral / active EE | $7,100 | $8,286-14.3% | $7,956-10.8% | $6,407+10.8% |
| Admin fee / account holder | $11,567 | $11,312+2.3% | $11,381+1.6% | $12,270-5.7% |