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 | $24,479 | $172,111-85.8% | $150,298-83.7% | $137,256-82.2% |
| Participation rate | 95.5% | 81.7%+13.7pp | 77.8%+17.7pp | 80.0%+15.5pp |
| Annual return | 21.57% | 69.37%-47.8pp | 62.79%-41.2pp | 220.34%-198.8pp |
| Employer contribution / active EE | $3,142 | $4,636-32.2% | $4,154-24.4% | $4,156-24.4% |
| Participant deferral / active EE | $6,349 | $6,166+3.0% | $5,453+16.4% | $6,407-0.9% |
| Admin fee / account holder | $369 | $16,471-97.8% | $14,116-97.4% | $12,270-97.0% |