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 | $74,012 | $117,859-37.2% | $102,438-27.7% | $145,959-49.3% |
| Participation rate | 91.3% | 78.6%+12.7pp | 76.5%+14.8pp | 80.3%+11.0pp |
| Annual return | 45.84% | 31.72%+14.1pp | 29.37%+16.5pp | 561.95%-516.1pp |
| Employer contribution / active EE | $2,428 | $3,615-32.8% | $3,024-19.7% | $4,661-47.9% |
| Participant deferral / active EE | $7,434 | $5,732+29.7% | $5,054+47.1% | $6,689+11.1% |
| Admin fee / account holder | $6,241 | $13,318-53.1% | $9,448-33.9% | $13,398-53.4% |