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 4-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 | $100,176 | $201,259-50.2% | $184,200-45.6% | $145,959-31.4% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 15.77% | 28.98%-13.2pp | 28.80%-13.0pp | 561.95%-546.2pp |
| Employer contribution / active EE | $1,811 | $7,018-74.2% | $6,424-71.8% | $4,661-61.1% |
| Participant deferral / active EE | $3,638 | $9,806-62.9% | $9,132-60.2% | $6,689-45.6% |
| Admin fee / account holder | $2,854 | $16,372-82.6% | $13,907-79.5% | $13,398-78.7% |