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 | $105,590 | $210,698-49.9% | $178,014-40.7% | $145,959-27.7% |
| Participation rate | 82.4% | 80.8%+1.6pp | 77.1%+5.3pp | 80.3%+2.1pp |
| Annual return | 8.75% | 386.27%-377.5pp | 294.80%-286.1pp | 561.95%-553.2pp |
| Employer contribution / active EE | $2,439 | $4,567-46.6% | $3,950-38.3% | $4,661-47.7% |
| Participant deferral / active EE | $4,878 | $6,958-29.9% | $6,276-22.3% | $6,689-27.1% |
| Admin fee / account holder | $59,062 | $12,016+391.5% | $10,362+470.0% | $13,398+340.8% |