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 7-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 | $53,542 | $172,111-68.9% | $150,298-64.4% | $137,256-61.0% |
| Participation rate | 94.1% | 81.7%+12.4pp | 77.8%+16.4pp | 80.0%+14.2pp |
| Annual return | 26.57% | 69.37%-42.8pp | 62.79%-36.2pp | 220.34%-193.8pp |
| Employer contribution / active EE | $5,268 | $4,636+13.6% | $4,154+26.8% | $4,156+26.8% |
| Participant deferral / active EE | $4,992 | $6,166-19.0% | $5,453-8.4% | $6,407-22.1% |
| Admin fee / account holder | $768 | $16,471-95.3% | $14,116-94.6% | $12,270-93.7% |