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 9-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 | $74,215 | $159,934-53.6% | $147,005-49.5% | $145,959-49.2% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 13.04% | 98.24%-85.2pp | 418.76%-405.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $1,826 | $5,287-65.5% | $4,934-63.0% | $4,661-60.8% |
| Participant deferral / active EE | $3,416 | $8,427-59.5% | $8,070-57.7% | $6,689-48.9% |
| Admin fee / account holder | $2,373 | $15,053-84.2% | $13,006-81.8% | $13,398-82.3% |