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 | $11,312 | $172,111-93.4% | $150,298-92.5% | $137,256-91.8% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 146.05% | 69.37%+76.7pp | 62.79%+83.3pp | 220.34%-74.3pp |
| Employer contribution / active EE | $1,868 | $4,636-59.7% | $4,154-55.0% | $4,156-55.1% |
| Participant deferral / active EE | $3,041 | $6,166-50.7% | $5,453-44.2% | $6,407-52.5% |
| Admin fee / account holder | $1,410 | $16,471-91.4% | $14,116-90.0% | $12,270-88.5% |