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 5-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 | $59,591 | $172,111-65.4% | $150,298-60.4% | $137,256-56.6% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 14.84% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,365 | $4,636-27.4% | $4,154-19.0% | $4,156-19.0% |
| Participant deferral / active EE | $6,271 | $6,166+1.7% | $5,453+15.0% | $6,407-2.1% |
| Admin fee / account holder | $574 | $16,471-96.5% | $14,116-95.9% | $12,270-95.3% |