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 | $93,809 | $159,934-41.3% | $147,005-36.2% | $145,959-35.7% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 17.11% | 98.24%-81.1pp | 418.76%-401.7pp | 561.95%-544.8pp |
| Employer contribution / active EE | $2,862 | $5,287-45.9% | $4,934-42.0% | $4,661-38.6% |
| Participant deferral / active EE | $7,180 | $8,427-14.8% | $8,070-11.0% | $6,689+7.3% |
| Admin fee / account holder | $571 | $15,053-96.2% | $13,006-95.6% | $13,398-95.7% |