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 | $94,011 | $172,111-45.4% | $150,298-37.5% | $137,256-31.5% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 18.72% | 69.37%-50.6pp | 62.79%-44.1pp | 220.34%-201.6pp |
| Employer contribution / active EE | $1,888 | $4,636-59.3% | $4,154-54.6% | $4,156-54.6% |
| Participant deferral / active EE | $6,445 | $6,166+4.5% | $5,453+18.2% | $6,407+0.6% |
| Admin fee / account holder | $1,267 | $16,471-92.3% | $14,116-91.0% | $12,270-89.7% |