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 | $17,587 | $111,535-84.2% | $105,223-83.3% | $137,256-87.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.15% | 237.85%-224.7pp | 180.65%-167.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $2,662 | $3,939-32.4% | $3,689-27.8% | $4,156-35.9% |
| Participant deferral / active EE | $4,632 | $5,500-15.8% | $5,072-8.7% | $6,407-27.7% |
| Admin fee / account holder | $7,054 | $9,721-27.4% | $8,859-20.4% | $12,270-42.5% |