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 | $38,295 | $172,111-77.7% | $150,298-74.5% | $137,256-72.1% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 22.61% | 69.37%-46.8pp | 62.79%-40.2pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,663 | $4,636-64.1% | $4,154-60.0% | $4,156-60.0% |
| Participant deferral / active EE | $5,113 | $6,166-17.1% | $5,453-6.2% | $6,407-20.2% |
| Admin fee / account holder | $390 | $16,471-97.6% | $14,116-97.2% | $12,270-96.8% |