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 | $15,073 | $111,535-86.5% | $105,223-85.7% | $137,256-89.0% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 24.36% | 237.85%-213.5pp | 180.65%-156.3pp | 220.34%-196.0pp |
| Employer contribution / active EE | $1,851 | $3,939-53.0% | $3,689-49.8% | $4,156-55.5% |
| Participant deferral / active EE | $3,148 | $5,500-42.8% | $5,072-37.9% | $6,407-50.9% |
| Admin fee / account holder | $474 | $9,721-95.1% | $8,859-94.6% | $12,270-96.1% |