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 10-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 | $60,315 | $95,453-36.8% | $112,040-46.2% | $82,448-26.8% |
| Participation rate | 98.5% | 72.8%+25.8pp | 76.5%+22.0pp | 68.1%+30.5pp |
| Annual return | 18.50% | 23.92%-5.4pp | 24.52%-6.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $3,411 | $2,318+47.2% | $2,954+15.5% | $2,551+33.7% |
| Participant deferral / active EE | $5,764 | $4,224+36.5% | $5,098+13.1% | $4,139+39.3% |
| Admin fee / account holder | $4,302 | $9,013-52.3% | $12,098-64.4% | $7,234-40.5% |