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 | $127,411 | $146,267-12.9% | $197,124-35.4% | $82,448+54.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 23.90% | 29.61%-5.7pp | 44.34%-20.4pp | 41.64%-17.7pp |
| Employer contribution / active EE | $3,475 | $4,723-26.4% | $6,227-44.2% | $2,551+36.2% |
| Participant deferral / active EE | $8,353 | $7,035+18.7% | $9,135-8.6% | $4,139+101.8% |
| Admin fee / account holder | $2,507 | $14,422-82.6% | $16,298-84.6% | $7,234-65.3% |