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 | $57,567 | $117,859-51.2% | $102,438-43.8% | $145,959-60.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 13.14% | 31.72%-18.6pp | 29.37%-16.2pp | 561.95%-548.8pp |
| Employer contribution / active EE | $4,850 | $3,615+34.1% | $3,024+60.4% | $4,661+4.0% |
| Participant deferral / active EE | $10,336 | $5,732+80.3% | $5,054+104.5% | $6,689+54.5% |
| Admin fee / account holder | $565 | $13,318-95.8% | $9,448-94.0% | $13,398-95.8% |