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 | $46,058 | $154,228-70.1% | $145,433-68.3% | $137,256-66.4% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 15.65% | 74.59%-58.9pp | 66.58%-50.9pp | 220.34%-204.7pp |
| Employer contribution / active EE | $1,908 | $4,804-60.3% | $4,554-58.1% | $4,156-54.1% |
| Participant deferral / active EE | $3,215 | $8,216-60.9% | $7,897-59.3% | $6,407-49.8% |
| Admin fee / account holder | $1,340 | $14,344-90.7% | $13,129-89.8% | $12,270-89.1% |