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 | $110,587 | $183,592-39.8% | $155,567-28.9% | $145,959-24.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 23.53% | 61.24%-37.7pp | 64.74%-41.2pp | 561.95%-538.4pp |
| Employer contribution / active EE | $2,449 | $5,315-53.9% | $4,674-47.6% | $4,661-47.5% |
| Participant deferral / active EE | $11,424 | $6,464+76.7% | $5,628+103.0% | $6,689+70.8% |
| Admin fee / account holder | $387 | $19,318-98.0% | $15,916-97.6% | $13,398-97.1% |