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 | $72,337 | $111,535-35.1% | $105,223-31.3% | $137,256-47.3% |
| Participation rate | 90.0% | 78.1%+11.9pp | 75.0%+15.0pp | 80.0%+10.0pp |
| Annual return | 18.28% | 237.85%-219.6pp | 180.65%-162.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $6,123 | $3,939+55.4% | $3,689+66.0% | $4,156+47.3% |
| Participant deferral / active EE | $11,435 | $5,500+107.9% | $5,072+125.5% | $6,407+78.5% |
| Admin fee / account holder | $2,280 | $9,721-76.5% | $8,859-74.3% | $12,270-81.4% |