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 8-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 | $42,172 | $210,698-80.0% | $178,014-76.3% | $145,959-71.1% |
| Participation rate | 83.3% | 80.8%+2.6pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 12.31% | 386.27%-374.0pp | 294.80%-282.5pp | 561.95%-549.6pp |
| Employer contribution / active EE | $1,484 | $4,567-67.5% | $3,950-62.4% | $4,661-68.2% |
| Participant deferral / active EE | $4,269 | $6,958-38.6% | $6,276-32.0% | $6,689-36.2% |
| Admin fee / account holder | $25,006 | $12,016+108.1% | $10,362+141.3% | $13,398+86.6% |