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 | $51,590 | $111,535-53.7% | $105,223-51.0% | $137,256-62.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.98% | 237.85%-220.9pp | 180.65%-163.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $5,087 | $3,939+29.1% | $3,689+37.9% | $4,156+22.4% |
| Participant deferral / active EE | $7,040 | $5,500+28.0% | $5,072+38.8% | $6,407+9.9% |
| Admin fee / account holder | $1,639 | $9,721-83.1% | $8,859-81.5% | $12,270-86.6% |