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 | $73,867 | $106,749-30.8% | $145,433-49.2% | $82,448-10.4% |
| Participation rate | 94.0% | 75.6%+18.4pp | 82.1%+11.9pp | 68.1%+25.9pp |
| Annual return | 17.06% | 27.59%-10.5pp | 66.58%-49.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $7,968 | $3,444+131.3% | $4,554+75.0% | $2,551+212.4% |
| Participant deferral / active EE | $12,706 | $6,519+94.9% | $7,897+60.9% | $4,139+207.0% |
| Admin fee / account holder | $4,978 | $8,390-40.7% | $13,129-62.1% | $7,234-31.2% |