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 3-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 | $31,365 | $172,111-81.8% | $150,298-79.1% | $137,256-77.1% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 43.99% | 69.37%-25.4pp | 62.79%-18.8pp | 220.34%-176.3pp |
| Employer contribution / active EE | $6,047 | $4,636+30.4% | $4,154+45.6% | $4,156+45.5% |
| Participant deferral / active EE | $2,779 | $6,166-54.9% | $5,453-49.0% | $6,407-56.6% |
| Admin fee / account holder | $782 | $16,471-95.3% | $14,116-94.5% | $12,270-93.6% |