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 | $27,903 | $97,125-71.3% | $86,233-67.6% | $137,256-79.7% |
| Participation rate | 95.2% | 74.2%+21.0pp | 69.0%+26.2pp | 80.0%+15.3pp |
| Annual return | 19.93% | 74.19%-54.3pp | 61.39%-41.5pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,840 | $2,841+35.2% | $2,504+53.3% | $4,156-7.6% |
| Participant deferral / active EE | $6,586 | $5,180+27.1% | $4,559+44.5% | $6,407+2.8% |
| Admin fee / account holder | $615 | $9,725-93.7% | $8,342-92.6% | $12,270-95.0% |