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 | $15,077 | $112,729-86.6% | $98,716-84.7% | $137,256-89.0% |
| Participation rate | 94.1% | 74.2%+19.9pp | 69.3%+24.8pp | 80.0%+14.2pp |
| Annual return | 19.85% | 38.48%-18.6pp | 31.81%-12.0pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,757 | $2,725+1.2% | $2,279+21.0% | $4,156-33.7% |
| Participant deferral / active EE | $6,478 | $4,640+39.6% | $4,048+60.0% | $6,407+1.1% |
| Admin fee / account holder | $1,369 | $10,129-86.5% | $8,703-84.3% | $12,270-88.8% |