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 | $4,744 | $67,823-93.0% | $52,425-91.0% | $137,256-96.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 16.54% | 219.11%-202.6pp | 302.12%-285.6pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,241 | $1,163+6.7% | $914+35.8% | $4,156-70.1% |
| Participant deferral / active EE | $3,142 | $2,288+37.3% | $1,790+75.5% | $6,407-51.0% |
| Admin fee / account holder | $338 | $2,844-88.1% | $2,495-86.5% | $12,270-97.2% |