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 | $81,833 | $172,111-52.5% | $150,298-45.6% | $137,256-40.4% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 23.06% | 69.37%-46.3pp | 62.79%-39.7pp | 220.34%-197.3pp |
| Employer contribution / active EE | $2,677 | $4,636-42.2% | $4,154-35.5% | $4,156-35.6% |
| Participant deferral / active EE | $9,069 | $6,166+47.1% | $5,453+66.3% | $6,407+41.6% |
| Admin fee / account holder | $692 | $16,471-95.8% | $14,116-95.1% | $12,270-94.4% |