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 | $59,473 | $183,592-67.6% | $155,567-61.8% | $145,959-59.3% |
| Participation rate | 92.9% | 82.7%+10.2pp | 78.2%+14.7pp | 80.3%+12.6pp |
| Annual return | 9.52% | 61.24%-51.7pp | 64.74%-55.2pp | 561.95%-552.4pp |
| Employer contribution / active EE | $4,344 | $5,315-18.3% | $4,674-7.1% | $4,661-6.8% |
| Participant deferral / active EE | $8,409 | $6,464+30.1% | $5,628+49.4% | $6,689+25.7% |
| Admin fee / account holder | $8,352 | $19,318-56.8% | $15,916-47.5% | $13,398-37.7% |