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 3-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 | $30,801 | $183,592-83.2% | $155,567-80.2% | $145,959-78.9% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 27.73% | 61.24%-33.5pp | 64.74%-37.0pp | 561.95%-534.2pp |
| Employer contribution / active EE | $4,286 | $5,315-19.4% | $4,674-8.3% | $4,661-8.0% |
| Participant deferral / active EE | $4,951 | $6,464-23.4% | $5,628-12.0% | $6,689-26.0% |
| Admin fee / account holder | $431 | $19,318-97.8% | $15,916-97.3% | $13,398-96.8% |