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 7-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 | $49,623 | $88,672-44.0% | $105,223-52.8% | $82,448-39.8% |
| Participation rate | 84.1% | 67.9%+16.2pp | 75.0%+9.0pp | 68.1%+16.0pp |
| Annual return | 12.94% | 30.86%-17.9pp | 180.65%-167.7pp | 41.64%-28.7pp |
| Employer contribution / active EE | $2,437 | $3,048-20.0% | $3,689-33.9% | $2,551-4.5% |
| Participant deferral / active EE | $5,609 | $4,036+39.0% | $5,072+10.6% | $4,139+35.5% |
| Admin fee / account holder | $814 | $7,146-88.6% | $8,859-90.8% | $7,234-88.7% |