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 | $26,894 | $172,111-84.4% | $150,298-82.1% | $137,256-80.4% |
| Participation rate | 95.8% | 81.7%+14.1pp | 77.8%+18.1pp | 80.0%+15.9pp |
| Annual return | 12.14% | 69.37%-57.2pp | 62.79%-50.6pp | 220.34%-208.2pp |
| Employer contribution / active EE | $1,045 | $4,636-77.5% | $4,154-74.8% | $4,156-74.8% |
| Participant deferral / active EE | $2,010 | $6,166-67.4% | $5,453-63.1% | $6,407-68.6% |
| Admin fee / account holder | $3,591 | $16,471-78.2% | $14,116-74.6% | $12,270-70.7% |