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 6-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 | $108,525 | $172,111-36.9% | $150,298-27.8% | $137,256-20.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.92% | 69.37%-55.5pp | 62.79%-48.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,263 | $4,636-51.2% | $4,154-45.5% | $4,156-45.6% |
| Participant deferral / active EE | $6,634 | $6,166+7.6% | $5,453+21.7% | $6,407+3.5% |
| Admin fee / account holder | $825 | $16,471-95.0% | $14,116-94.2% | $12,270-93.3% |