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 4-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 | $99,601 | $201,259-50.5% | $184,200-45.9% | $145,959-31.8% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 24.52% | 28.98%-4.5pp | 28.80%-4.3pp | 561.95%-537.4pp |
| Employer contribution / active EE | $10,425 | $7,018+48.5% | $6,424+62.3% | $4,661+123.7% |
| Participant deferral / active EE | $15,177 | $9,806+54.8% | $9,132+66.2% | $6,689+126.9% |
| Admin fee / account holder | $20,322 | $16,372+24.1% | $13,907+46.1% | $13,398+51.7% |