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 | $48,802 | $88,672-45.0% | $105,223-53.6% | $82,448-40.8% |
| Participation rate | 77.4% | 67.9%+9.5pp | 75.0%+2.4pp | 68.1%+9.4pp |
| Annual return | 22.27% | 30.86%-8.6pp | 180.65%-158.4pp | 41.64%-19.4pp |
| Employer contribution / active EE | $2,516 | $3,048-17.4% | $3,689-31.8% | $2,551-1.4% |
| Participant deferral / active EE | $6,090 | $4,036+50.9% | $5,072+20.1% | $4,139+47.1% |
| Admin fee / account holder | $2,118 | $7,146-70.4% | $8,859-76.1% | $7,234-70.7% |