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 | $51,159 | $100,970-49.3% | $96,576-47.0% | $137,256-62.7% |
| Participation rate | 92.3% | 82.6%+9.7pp | 81.4%+10.9pp | 80.0%+12.3pp |
| Annual return | 17.15% | 38.16%-21.0pp | 38.47%-21.3pp | 220.34%-203.2pp |
| Employer contribution / active EE | $6,359 | $3,809+66.9% | $3,553+79.0% | $4,156+53.0% |
| Participant deferral / active EE | $13,747 | $8,286+65.9% | $7,956+72.8% | $6,407+114.6% |
| Admin fee / account holder | $13,636 | $11,312+20.5% | $11,381+19.8% | $12,270+11.1% |