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 8-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 | $26,189 | $183,592-85.7% | $155,567-83.2% | $145,959-82.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 10.41% | 61.24%-50.8pp | 64.74%-54.3pp | 561.95%-551.5pp |
| Employer contribution / active EE | $2,074 | $5,315-61.0% | $4,674-55.6% | $4,661-55.5% |
| Participant deferral / active EE | $4,914 | $6,464-24.0% | $5,628-12.7% | $6,689-26.5% |
| Admin fee / account holder | $1,769 | $19,318-90.8% | $15,916-88.9% | $13,398-86.8% |