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 10-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 | $126,321 | $209,336-39.7% | $197,124-35.9% | $137,256-8.0% |
| Participation rate | 95.0% | 87.3%+7.7pp | 86.7%+8.3pp | 80.0%+15.0pp |
| Annual return | 15.27% | 48.09%-32.8pp | 44.34%-29.1pp | 220.34%-205.1pp |
| Employer contribution / active EE | $4,493 | $6,591-31.8% | $6,227-27.8% | $4,156+8.1% |
| Participant deferral / active EE | $4,074 | $9,614-57.6% | $9,135-55.4% | $6,407-36.4% |
| Admin fee / account holder | $2,001 | $17,308-88.4% | $16,298-87.7% | $12,270-83.7% |