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 | $123,010 | $178,174-31.0% | $156,181-21.2% | $137,256-10.4% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.8%+5.4pp | 80.0%+4.3pp |
| Annual return | 14.92% | 84.19%-69.3pp | 64.87%-49.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $13,895 | $4,972+179.5% | $4,294+223.6% | $4,156+234.3% |
| Participant deferral / active EE | $5,702 | $6,888-17.2% | $6,132-7.0% | $6,407-11.0% |
| Admin fee / account holder | $777 | $17,404-95.5% | $14,586-94.7% | $12,270-93.7% |