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 | $23,950 | $154,228-84.5% | $145,433-83.5% | $137,256-82.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.23% | 74.59%-52.4pp | 66.58%-44.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $3,894 | $4,804-19.0% | $4,554-14.5% | $4,156-6.3% |
| Participant deferral / active EE | $5,468 | $8,216-33.5% | $7,897-30.8% | $6,407-14.7% |
| Admin fee / account holder | $797 | $14,344-94.4% | $13,129-93.9% | $12,270-93.5% |