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 6-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 | $50,523 | $172,111-70.6% | $150,298-66.4% | $137,256-63.2% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 21.85% | 69.37%-47.5pp | 62.79%-40.9pp | 220.34%-198.5pp |
| Employer contribution / active EE | $2,200 | $4,636-52.5% | $4,154-47.0% | $4,156-47.1% |
| Participant deferral / active EE | $7,212 | $6,166+17.0% | $5,453+32.3% | $6,407+12.6% |
| Admin fee / account holder | $11,168 | $16,471-32.2% | $14,116-20.9% | $12,270-9.0% |