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 5-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 | $100,173 | $154,228-35.0% | $145,433-31.1% | $137,256-27.0% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 42.09% | 74.59%-32.5pp | 66.58%-24.5pp | 220.34%-178.2pp |
| Employer contribution / active EE | $3,317 | $4,804-31.0% | $4,554-27.2% | $4,156-20.2% |
| Participant deferral / active EE | $6,625 | $8,216-19.4% | $7,897-16.1% | $6,407+3.4% |
| Admin fee / account holder | $6,331 | $14,344-55.9% | $13,129-51.8% | $12,270-48.4% |