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 | $20,408 | $150,197-86.4% | $120,368-83.0% | $145,959-86.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 12.79% | 154.26%-141.5pp | 107.26%-94.5pp | 561.95%-549.2pp |
| Employer contribution / active EE | $2,677 | $4,350-38.5% | $3,465-22.7% | $4,661-42.6% |
| Participant deferral / active EE | $3,280 | $6,174-46.9% | $4,991-34.3% | $6,689-51.0% |
| Admin fee / account holder | $395 | $12,216-96.8% | $9,429-95.8% | $13,398-97.1% |