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 | $89,553 | $172,111-48.0% | $150,298-40.4% | $137,256-34.8% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 15.04% | 69.37%-54.3pp | 62.79%-47.7pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,190 | $4,636-74.3% | $4,154-71.4% | $4,156-71.4% |
| Participant deferral / active EE | $8,502 | $6,166+37.9% | $5,453+55.9% | $6,407+32.7% |
| Admin fee / account holder | $3,637 | $16,471-77.9% | $14,116-74.2% | $12,270-70.4% |