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 | $27,557 | $154,228-82.1% | $145,433-81.1% | $137,256-79.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 36.04% | 74.59%-38.5pp | 66.58%-30.5pp | 220.34%-184.3pp |
| Employer contribution / active EE | $8,584 | $4,804+78.7% | $4,554+88.5% | $4,156+106.5% |
| Participant deferral / active EE | $21,206 | $8,216+158.1% | $7,897+168.5% | $6,407+231.0% |
| Admin fee / account holder | $1,155 | $14,344-92.0% | $13,129-91.2% | $12,270-90.6% |