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 | $106,732 | $154,228-30.8% | $145,433-26.6% | $137,256-22.2% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 17.39% | 74.59%-57.2pp | 66.58%-49.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $3,621 | $4,804-24.6% | $4,554-20.5% | $4,156-12.9% |
| Participant deferral / active EE | $7,464 | $8,216-9.2% | $7,897-5.5% | $6,407+16.5% |
| Admin fee / account holder | $6,212 | $14,344-56.7% | $13,129-52.7% | $12,270-49.4% |