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 6-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 | $47,500 | $57,590-17.5% | $86,233-44.9% | $82,448-42.4% |
| Participation rate | 93.1% | 57.9%+35.2pp | 69.0%+24.1pp | 68.1%+25.0pp |
| Annual return | 27.86% | 22.41%+5.4pp | 61.39%-33.5pp | 41.64%-13.8pp |
| Employer contribution / active EE | $5,020 | $1,655+203.2% | $2,504+100.4% | $2,551+96.8% |
| Participant deferral / active EE | $9,155 | $3,080+197.3% | $4,559+100.8% | $4,139+121.2% |
| Admin fee / account holder | $1,394 | $4,730-70.5% | $8,342-83.3% | $7,234-80.7% |