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 | $16,623 | $111,535-85.1% | $105,223-84.2% | $137,256-87.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 19.70% | 237.85%-218.2pp | 180.65%-161.0pp | 220.34%-200.6pp |
| Employer contribution / active EE | $2,220 | $3,939-43.6% | $3,689-39.8% | $4,156-46.6% |
| Participant deferral / active EE | $3,266 | $5,500-40.6% | $5,072-35.6% | $6,407-49.0% |
| Admin fee / account holder | $1,651 | $9,721-83.0% | $8,859-81.4% | $12,270-86.5% |