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 | $108,722 | $117,859-7.8% | $102,438+6.1% | $145,959-25.5% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.0pp |
| Annual return | 56.57% | 31.72%+24.9pp | 29.37%+27.2pp | 561.95%-505.4pp |
| Employer contribution / active EE | $3,409 | $3,615-5.7% | $3,024+12.7% | $4,661-26.9% |
| Participant deferral / active EE | $5,559 | $5,732-3.0% | $5,054+10.0% | $6,689-16.9% |
| Admin fee / account holder | $459 | $13,318-96.6% | $9,448-95.1% | $13,398-96.6% |