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 | $37,530 | $172,111-78.2% | $150,298-75.0% | $137,256-72.7% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 15.97% | 69.37%-53.4pp | 62.79%-46.8pp | 220.34%-204.4pp |
| Employer contribution / active EE | $8,889 | $4,636+91.7% | $4,154+114.0% | $4,156+113.9% |
| Participant deferral / active EE | $2,487 | $6,166-59.7% | $5,453-54.4% | $6,407-61.2% |
| Admin fee / account holder | $5,512 | $16,471-66.5% | $14,116-61.0% | $12,270-55.1% |