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 5-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 | $63,527 | $172,111-63.1% | $150,298-57.7% | $137,256-53.7% |
| Participation rate | 76.9% | 81.7%-4.8pp | 77.8%-0.8pp | 80.0%-3.0pp |
| Annual return | 16.62% | 69.37%-52.8pp | 62.79%-46.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $2,077 | $4,636-55.2% | $4,154-50.0% | $4,156-50.0% |
| Participant deferral / active EE | $8,591 | $6,166+39.3% | $5,453+57.6% | $6,407+34.1% |
| Admin fee / account holder | $1,148 | $16,471-93.0% | $14,116-91.9% | $12,270-90.6% |