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 | $67,408 | $172,111-60.8% | $150,298-55.2% | $137,256-50.9% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 21.16% | 69.37%-48.2pp | 62.79%-41.6pp | 220.34%-199.2pp |
| Employer contribution / active EE | $1,693 | $4,636-63.5% | $4,154-59.3% | $4,156-59.3% |
| Participant deferral / active EE | $3,046 | $6,166-50.6% | $5,453-44.1% | $6,407-52.5% |
| Admin fee / account holder | $3,261 | $16,471-80.2% | $14,116-76.9% | $12,270-73.4% |