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 | $65,762 | $92,798-29.1% | $96,707-32.0% | $137,256-52.1% |
| Participation rate | 92.3% | 81.6%+10.7pp | 80.4%+12.0pp | 80.0%+12.3pp |
| Annual return | 19.42% | 31.24%-11.8pp | 34.78%-15.4pp | 220.34%-200.9pp |
| Employer contribution / active EE | $5,175 | $4,147+24.8% | $4,191+23.5% | $4,156+24.5% |
| Participant deferral / active EE | $12,299 | $5,877+109.3% | $5,997+105.1% | $6,407+92.0% |
| Admin fee / account holder | $7,212 | $7,946-9.2% | $7,503-3.9% | $12,270-41.2% |