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 7-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 | $47,082 | $124,425-62.2% | $112,040-58.0% | $137,256-65.7% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 15.73% | 24.72%-9.0pp | 24.52%-8.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,696 | $3,411-50.3% | $2,954-42.6% | $4,156-59.2% |
| Participant deferral / active EE | $6,695 | $5,718+17.1% | $5,098+31.3% | $6,407+4.5% |
| Admin fee / account holder | $3,096 | $15,207-79.6% | $12,098-74.4% | $12,270-74.8% |