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 9-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 | $63,306 | $106,749-40.7% | $145,433-56.5% | $82,448-23.2% |
| Participation rate | 98.3% | 75.6%+22.7pp | 82.1%+16.2pp | 68.1%+30.2pp |
| Annual return | 19.31% | 27.59%-8.3pp | 66.58%-47.3pp | 41.64%-22.3pp |
| Employer contribution / active EE | $6,537 | $3,444+89.8% | $4,554+43.5% | $2,551+156.3% |
| Participant deferral / active EE | $11,298 | $6,519+73.3% | $7,897+43.1% | $4,139+173.0% |
| Admin fee / account holder | $3,804 | $8,390-54.7% | $13,129-71.0% | $7,234-47.4% |