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 4-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 | $50,829 | $100,970-49.7% | $96,576-47.4% | $137,256-63.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 20.25% | 38.16%-17.9pp | 38.47%-18.2pp | 220.34%-200.1pp |
| Employer contribution / active EE | $5,121 | $3,809+34.4% | $3,553+44.1% | $4,156+23.2% |
| Participant deferral / active EE | $14,757 | $8,286+78.1% | $7,956+85.5% | $6,407+130.3% |
| Admin fee / account holder | $928 | $11,312-91.8% | $11,381-91.8% | $12,270-92.4% |