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 | $58,984 | $81,233-27.4% | $155,567-62.1% | $80,874-27.1% |
| Participation rate | 86.7% | 66.2%+20.4pp | 78.2%+8.5pp | 67.6%+19.0pp |
| Annual return | 14.70% | 33.33%-18.6pp | 64.74%-50.0pp | 35.62%-20.9pp |
| Employer contribution / active EE | $2,995 | $3,101-3.4% | $4,674-35.9% | $2,756+8.7% |
| Participant deferral / active EE | $7,105 | $3,452+105.8% | $5,628+26.3% | $4,297+65.4% |
| Admin fee / account holder | $1,465 | $7,998-81.7% | $15,916-90.8% | $6,935-78.9% |