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 6-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 | $85,114 | $209,336-59.3% | $197,124-56.8% | $137,256-38.0% |
| Participation rate | 90.9% | 87.3%+3.6pp | 86.7%+4.2pp | 80.0%+10.9pp |
| Annual return | 18.18% | 48.09%-29.9pp | 44.34%-26.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $2,456 | $6,591-62.7% | $6,227-60.6% | $4,156-40.9% |
| Participant deferral / active EE | $14,052 | $9,614+46.2% | $9,135+53.8% | $6,407+119.3% |
| Admin fee / account holder | $5,248 | $17,308-69.7% | $16,298-67.8% | $12,270-57.2% |