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 | $72,521 | $172,111-57.9% | $150,298-51.7% | $137,256-47.2% |
| Participation rate | 94.4% | 81.7%+12.7pp | 77.8%+16.7pp | 80.0%+14.5pp |
| Annual return | 18.76% | 69.37%-50.6pp | 62.79%-44.0pp | 220.34%-201.6pp |
| Employer contribution / active EE | $6,735 | $4,636+45.3% | $4,154+62.1% | $4,156+62.0% |
| Participant deferral / active EE | $13,366 | $6,166+116.8% | $5,453+145.1% | $6,407+108.6% |
| Admin fee / account holder | $4,456 | $16,471-72.9% | $14,116-68.4% | $12,270-63.7% |