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 | $104,018 | $239,571-56.6% | $183,328-43.3% | $137,256-24.2% |
| Participation rate | 78.6% | 82.4%-3.8pp | 77.3%+1.2pp | 80.0%-1.4pp |
| Annual return | 16.56% | 35.69%-19.1pp | 29.67%-13.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $4,775 | $6,148-22.3% | $5,055-5.5% | $4,156+14.9% |
| Participant deferral / active EE | $13,414 | $7,995+67.8% | $6,795+97.4% | $6,407+109.4% |
| Admin fee / account holder | $1,579 | $30,059-94.7% | $21,427-92.6% | $12,270-87.1% |