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 8-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 | $69,167 | $154,228-55.2% | $145,433-52.4% | $137,256-49.6% |
| Participation rate | 95.5% | 83.8%+11.7pp | 82.1%+13.3pp | 80.0%+15.5pp |
| Annual return | 20.04% | 74.59%-54.6pp | 66.58%-46.5pp | 220.34%-200.3pp |
| Employer contribution / active EE | $4,133 | $4,804-14.0% | $4,554-9.3% | $4,156-0.6% |
| Participant deferral / active EE | $4,371 | $8,216-46.8% | $7,897-44.6% | $6,407-31.8% |
| Admin fee / account holder | $6,639 | $14,344-53.7% | $13,129-49.4% | $12,270-45.9% |