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 3-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 | $47,946 | $172,111-72.1% | $150,298-68.1% | $137,256-65.1% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 20.13% | 69.37%-49.2pp | 62.79%-42.7pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,929 | $4,636-58.4% | $4,154-53.6% | $4,156-53.6% |
| Participant deferral / active EE | $4,783 | $6,166-22.4% | $5,453-12.3% | $6,407-25.4% |
| Admin fee / account holder | $7,131 | $16,471-56.7% | $14,116-49.5% | $12,270-41.9% |