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 | $10,800 | $72,396-85.1% | $67,511-84.0% | $145,959-92.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.81% | 7194.07%-7180.3pp | 3517.41%-3503.6pp | 561.95%-548.1pp |
| Employer contribution / active EE | $1,885 | $3,071-38.6% | $2,733-31.0% | $4,661-59.6% |
| Participant deferral / active EE | $2,660 | $4,781-44.4% | $4,000-33.5% | $6,689-60.2% |
| Admin fee / account holder | $1,247 | $5,538-77.5% | $3,999-68.8% | $13,398-90.7% |