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 | $63,348 | $106,749-40.7% | $145,433-56.4% | $82,448-23.2% |
| Participation rate | 84.6% | 75.6%+9.0pp | 82.1%+2.5pp | 68.1%+16.5pp |
| Annual return | 35.93% | 27.59%+8.3pp | 66.58%-30.7pp | 41.64%-5.7pp |
| Employer contribution / active EE | $5,625 | $3,444+63.3% | $4,554+23.5% | $2,551+120.5% |
| Participant deferral / active EE | $12,065 | $6,519+85.1% | $7,897+52.8% | $4,139+191.5% |
| Admin fee / account holder | $455 | $8,390-94.6% | $13,129-96.5% | $7,234-93.7% |