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 | $45,521 | $106,749-57.4% | $145,433-68.7% | $82,448-44.8% |
| Participation rate | 94.7% | 75.6%+19.1pp | 82.1%+12.6pp | 68.1%+26.7pp |
| Annual return | 20.68% | 27.59%-6.9pp | 66.58%-45.9pp | 41.64%-21.0pp |
| Employer contribution / active EE | $6,924 | $3,444+101.0% | $4,554+52.0% | $2,551+171.4% |
| Participant deferral / active EE | $8,476 | $6,519+30.0% | $7,897+7.3% | $4,139+104.8% |
| Admin fee / account holder | $5,666 | $8,390-32.5% | $13,129-56.8% | $7,234-21.7% |