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 6-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 | $67,965 | $154,228-55.9% | $145,433-53.3% | $137,256-50.5% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 19.12% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,291 | $4,804-31.5% | $4,554-27.7% | $4,156-20.8% |
| Participant deferral / active EE | $6,945 | $8,216-15.5% | $7,897-12.1% | $6,407+8.4% |
| Admin fee / account holder | $423 | $14,344-97.0% | $13,129-96.8% | $12,270-96.5% |