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 | $39,516 | $172,111-77.0% | $150,298-73.7% | $137,256-71.2% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 12.89% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $2,220 | $4,636-52.1% | $4,154-46.6% | $4,156-46.6% |
| Participant deferral / active EE | $2,311 | $6,166-62.5% | $5,453-57.6% | $6,407-63.9% |
| Admin fee / account holder | $608 | $16,471-96.3% | $14,116-95.7% | $12,270-95.0% |