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 5-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 | $48,817 | $97,125-49.7% | $86,233-43.4% | $137,256-64.4% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 17.89% | 74.19%-56.3pp | 61.39%-43.5pp | 220.34%-202.5pp |
| Employer contribution / active EE | $5,995 | $2,841+111.0% | $2,504+139.4% | $4,156+44.2% |
| Participant deferral / active EE | $8,685 | $5,180+67.7% | $4,559+90.5% | $6,407+35.6% |
| Admin fee / account holder | $4,685 | $9,725-51.8% | $8,342-43.8% | $12,270-61.8% |