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 | $99,047 | $172,111-42.5% | $150,298-34.1% | $137,256-27.8% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 17.16% | 69.37%-52.2pp | 62.79%-45.6pp | 220.34%-203.2pp |
| Employer contribution / active EE | $7,675 | $4,636+65.5% | $4,154+84.8% | $4,156+84.7% |
| Participant deferral / active EE | $15,209 | $6,166+146.7% | $5,453+178.9% | $6,407+137.4% |
| Admin fee / account holder | $93,207 | $16,471+465.9% | $14,116+560.3% | $12,270+659.6% |