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 | $78,366 | $178,174-56.0% | $156,181-49.8% | $137,256-42.9% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 16.30% | 84.19%-67.9pp | 64.87%-48.6pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,223 | $4,972-55.3% | $4,294-48.2% | $4,156-46.5% |
| Participant deferral / active EE | $6,548 | $6,888-4.9% | $6,132+6.8% | $6,407+2.2% |
| Admin fee / account holder | $4,025 | $17,404-76.9% | $14,586-72.4% | $12,270-67.2% |