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 | $90,187 | $106,749-15.5% | $145,433-38.0% | $82,448+9.4% |
| Participation rate | 90.4% | 75.6%+14.7pp | 82.1%+8.2pp | 68.1%+22.3pp |
| Annual return | 21.43% | 27.59%-6.2pp | 66.58%-45.1pp | 41.64%-20.2pp |
| Employer contribution / active EE | $4,246 | $3,444+23.3% | $4,554-6.8% | $2,551+66.4% |
| Participant deferral / active EE | $9,920 | $6,519+52.2% | $7,897+25.6% | $4,139+139.7% |
| Admin fee / account holder | $370 | $8,390-95.6% | $13,129-97.2% | $7,234-94.9% |