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 | $97,807 | $183,592-46.7% | $155,567-37.1% | $145,959-33.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 15.67% | 61.24%-45.6pp | 64.74%-49.1pp | 561.95%-546.3pp |
| Employer contribution / active EE | $5,725 | $5,315+7.7% | $4,674+22.5% | $4,661+22.8% |
| Participant deferral / active EE | $4,711 | $6,464-27.1% | $5,628-16.3% | $6,689-29.6% |
| Admin fee / account holder | $547 | $19,318-97.2% | $15,916-96.6% | $13,398-95.9% |