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 | $49,709 | $100,970-50.8% | $96,576-48.5% | $137,256-63.8% |
| Participation rate | 95.5% | 82.6%+12.8pp | 81.4%+14.0pp | 80.0%+15.5pp |
| Annual return | 15.95% | 38.16%-22.2pp | 38.47%-22.5pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,705 | $3,809-55.2% | $3,553-52.0% | $4,156-59.0% |
| Participant deferral / active EE | $6,266 | $8,286-24.4% | $7,956-21.2% | $6,407-2.2% |
| Admin fee / account holder | $7,225 | $11,312-36.1% | $11,381-36.5% | $12,270-41.1% |