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 | $133,976 | $106,749+25.5% | $145,433-7.9% | $82,448+62.5% |
| Participation rate | 73.2% | 75.6%-2.5pp | 82.1%-8.9pp | 68.1%+5.1pp |
| Annual return | 15.22% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,993 | $3,444-42.1% | $4,554-56.2% | $2,551-21.9% |
| Participant deferral / active EE | $4,077 | $6,519-37.4% | $7,897-48.4% | $4,139-1.5% |
| Admin fee / account holder | $16,517 | $8,390+96.9% | $13,129+25.8% | $7,234+128.3% |