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 9-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 | $70,467 | $201,259-65.0% | $184,200-61.7% | $145,959-51.7% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.1pp | 80.3%-2.5pp |
| Annual return | 11.93% | 28.98%-17.0pp | 28.80%-16.9pp | 561.95%-550.0pp |
| Employer contribution / active EE | $3,335 | $7,018-52.5% | $6,424-48.1% | $4,661-28.4% |
| Participant deferral / active EE | $4,140 | $9,806-57.8% | $9,132-54.7% | $6,689-38.1% |
| Admin fee / account holder | $3,008 | $16,372-81.6% | $13,907-78.4% | $13,398-77.6% |