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 | $22,943 | $159,934-85.7% | $147,005-84.4% | $145,959-84.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 15.18% | 98.24%-83.1pp | 418.76%-403.6pp | 561.95%-546.8pp |
| Employer contribution / active EE | $1,417 | $5,287-73.2% | $4,934-71.3% | $4,661-69.6% |
| Participant deferral / active EE | $3,024 | $8,427-64.1% | $8,070-62.5% | $6,689-54.8% |
| Admin fee / account holder | $3,556 | $15,053-76.4% | $13,006-72.7% | $13,398-73.5% |