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 5-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 | $42,119 | $72,071-41.6% | $68,368-38.4% | $137,256-69.3% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 21.87% | 353.14%-331.3pp | 292.57%-270.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $1,788 | $2,788-35.9% | $2,649-32.5% | $4,156-57.0% |
| Participant deferral / active EE | $7,154 | $4,410+62.2% | $4,123+73.5% | $6,407+11.7% |
| Admin fee / account holder | $8,422 | $5,336+57.8% | $5,150+63.5% | $12,270-31.4% |