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 | $109,798 | $172,111-36.2% | $150,298-26.9% | $137,256-20.0% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 15.07% | 69.37%-54.3pp | 62.79%-47.7pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,584 | $4,636-44.3% | $4,154-37.8% | $4,156-37.8% |
| Participant deferral / active EE | $5,387 | $6,166-12.6% | $5,453-1.2% | $6,407-15.9% |
| Admin fee / account holder | $1,559 | $16,471-90.5% | $14,116-89.0% | $12,270-87.3% |