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 | $42,746 | $88,672-51.8% | $105,223-59.4% | $82,448-48.2% |
| Participation rate | 86.8% | 67.9%+18.9pp | 75.0%+11.8pp | 68.1%+18.8pp |
| Annual return | 23.47% | 30.86%-7.4pp | 180.65%-157.2pp | 41.64%-18.2pp |
| Employer contribution / active EE | $9,435 | $3,048+209.6% | $3,689+155.8% | $2,551+269.9% |
| Participant deferral / active EE | $7,120 | $4,036+76.4% | $5,072+40.4% | $4,139+72.0% |
| Admin fee / account holder | $8,776 | $7,146+22.8% | $8,859-0.9% | $7,234+21.3% |