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 10-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 | $152,622 | $111,535+36.8% | $105,223+45.0% | $137,256+11.2% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 13.95% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $1,998 | $3,939-49.3% | $3,689-45.8% | $4,156-51.9% |
| Participant deferral / active EE | $3,063 | $5,500-44.3% | $5,072-39.6% | $6,407-52.2% |
| Admin fee / account holder | $1,222 | $9,721-87.4% | $8,859-86.2% | $12,270-90.0% |