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 | $43,973 | $72,071-39.0% | $68,368-35.7% | $137,256-68.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 15.54% | 353.14%-337.6pp | 292.57%-277.0pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,613 | $2,788+29.6% | $2,649+36.4% | $4,156-13.1% |
| Participant deferral / active EE | $9,098 | $4,410+106.3% | $4,123+120.7% | $6,407+42.0% |
| Admin fee / account holder | $1,469 | $5,336-72.5% | $5,150-71.5% | $12,270-88.0% |