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 | $80,750 | $111,814-27.8% | $103,374-21.9% | $145,959-44.7% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 14.25% | 24.77%-10.5pp | 24.89%-10.6pp | 561.95%-547.7pp |
| Employer contribution / active EE | $2,584 | $4,214-38.7% | $3,869-33.2% | $4,661-44.6% |
| Participant deferral / active EE | $5,161 | $5,618-8.1% | $5,058+2.0% | $6,689-22.8% |
| Admin fee / account holder | $7,493 | $9,754-23.2% | $8,394-10.7% | $13,398-44.1% |