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 | $95,568 | $154,228-38.0% | $145,433-34.3% | $137,256-30.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.59% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,534 | $4,804-47.3% | $4,554-44.4% | $4,156-39.0% |
| Participant deferral / active EE | $5,727 | $8,216-30.3% | $7,897-27.5% | $6,407-10.6% |
| Admin fee / account holder | $1,391 | $14,344-90.3% | $13,129-89.4% | $12,270-88.7% |