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 | $59,832 | $172,111-65.2% | $150,298-60.2% | $137,256-56.4% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 17.74% | 69.37%-51.6pp | 62.79%-45.0pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,560 | $4,636-66.3% | $4,154-62.4% | $4,156-62.5% |
| Participant deferral / active EE | $3,322 | $6,166-46.1% | $5,453-39.1% | $6,407-48.2% |
| Admin fee / account holder | $747 | $16,471-95.5% | $14,116-94.7% | $12,270-93.9% |