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 | $80,777 | $161,352-49.9% | $134,172-39.8% | $137,256-41.1% |
| Participation rate | 75.0% | 78.3%-3.3pp | 72.5%+2.5pp | 80.0%-5.0pp |
| Annual return | 12.45% | 28.72%-16.3pp | 25.30%-12.9pp | 220.34%-207.9pp |
| Employer contribution / active EE | $3,042 | $4,099-25.8% | $3,420-11.0% | $4,156-26.8% |
| Participant deferral / active EE | $7,113 | $5,552+28.1% | $4,690+51.6% | $6,407+11.0% |
| Admin fee / account holder | $16,788 | $15,028+11.7% | $12,016+39.7% | $12,270+36.8% |