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 4-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 | $39,759 | $172,111-76.9% | $150,298-73.5% | $137,256-71.0% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 37.51% | 69.37%-31.9pp | 62.79%-25.3pp | 220.34%-182.8pp |
| Employer contribution / active EE | $1,968 | $4,636-57.5% | $4,154-52.6% | $4,156-52.6% |
| Participant deferral / active EE | $5,936 | $6,166-3.7% | $5,453+8.9% | $6,407-7.4% |
| Admin fee / account holder | $589 | $16,471-96.4% | $14,116-95.8% | $12,270-95.2% |