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 4-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 | $47,162 | $154,228-69.4% | $145,433-67.6% | $137,256-65.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 24.85% | 74.59%-49.7pp | 66.58%-41.7pp | 220.34%-195.5pp |
| Employer contribution / active EE | $8,434 | $4,804+75.6% | $4,554+85.2% | $4,156+102.9% |
| Participant deferral / active EE | $12,442 | $8,216+51.4% | $7,897+57.5% | $6,407+94.2% |
| Admin fee / account holder | $69,494 | $14,344+384.5% | $13,129+429.3% | $12,270+466.4% |