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 | $65,411 | $76,407-14.4% | $150,298-56.5% | $82,448-20.7% |
| Participation rate | 85.3% | 66.4%+18.9pp | 77.8%+7.5pp | 68.1%+17.2pp |
| Annual return | 17.63% | 39.99%-22.4pp | 62.79%-45.2pp | 41.64%-24.0pp |
| Employer contribution / active EE | $4,450 | $2,614+70.2% | $4,154+7.1% | $2,551+74.5% |
| Participant deferral / active EE | $9,200 | $3,214+186.2% | $5,453+68.7% | $4,139+122.3% |
| Admin fee / account holder | $656 | $6,352-89.7% | $14,116-95.4% | $7,234-90.9% |