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 | $33,476 | $112,729-70.3% | $98,716-66.1% | $137,256-75.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.00% | 38.48%-19.5pp | 31.81%-12.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $4,689 | $2,725+72.1% | $2,279+105.8% | $4,156+12.8% |
| Participant deferral / active EE | $12,236 | $4,640+163.7% | $4,048+202.3% | $6,407+91.0% |
| Admin fee / account holder | $815 | $10,129-92.0% | $8,703-90.6% | $12,270-93.4% |