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 8-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 | $87,970 | $154,228-43.0% | $145,433-39.5% | $137,256-35.9% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 13.05% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $5,796 | $4,804+20.6% | $4,554+27.2% | $4,156+39.4% |
| Participant deferral / active EE | $12,893 | $8,216+56.9% | $7,897+63.3% | $6,407+101.2% |
| Admin fee / account holder | $2,633 | $14,344-81.6% | $13,129-79.9% | $12,270-78.5% |