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 | $77,089 | $63,703+21.0% | $93,063-17.2% | $82,448-6.5% |
| Participation rate | 84.1% | 63.8%+20.3pp | 72.1%+12.0pp | 68.1%+16.1pp |
| Annual return | 18.62% | -775.43%+794.0pp | 34.15%-15.5pp | 41.64%-23.0pp |
| Employer contribution / active EE | $2,202 | $1,729+27.4% | $2,476-11.1% | $2,551-13.7% |
| Participant deferral / active EE | $10,303 | $2,919+253.0% | $3,958+160.3% | $4,139+148.9% |
| Admin fee / account holder | $6,082 | $5,982+1.7% | $6,033+0.8% | $7,234-15.9% |