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 10-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 | $63,794 | $154,228-58.6% | $145,433-56.1% | $137,256-53.5% |
| Participation rate | 81.3% | 83.8%-2.5pp | 82.1%-0.9pp | 80.0%+1.3pp |
| Annual return | 14.69% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,955 | $4,804-59.3% | $4,554-57.1% | $4,156-53.0% |
| Participant deferral / active EE | $6,560 | $8,216-20.2% | $7,897-16.9% | $6,407+2.4% |
| Admin fee / account holder | $15,377 | $14,344+7.2% | $13,129+17.1% | $12,270+25.3% |