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 | $67,190 | $117,859-43.0% | $102,438-34.4% | $145,959-54.0% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 13.70% | 31.72%-18.0pp | 29.37%-15.7pp | 561.95%-548.2pp |
| Employer contribution / active EE | $3,138 | $3,615-13.2% | $3,024+3.8% | $4,661-32.7% |
| Participant deferral / active EE | $7,721 | $5,732+34.7% | $5,054+52.8% | $6,689+15.4% |
| Admin fee / account holder | $1,557 | $13,318-88.3% | $9,448-83.5% | $13,398-88.4% |