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 3-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 | $30,766 | $172,111-82.1% | $150,298-79.5% | $137,256-77.6% |
| Participation rate | 94.7% | 81.7%+13.0pp | 77.8%+17.0pp | 80.0%+14.8pp |
| Annual return | 17.93% | 69.37%-51.4pp | 62.79%-44.9pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,094 | $4,636-54.8% | $4,154-49.6% | $4,156-49.6% |
| Participant deferral / active EE | $3,760 | $6,166-39.0% | $5,453-31.0% | $6,407-41.3% |
| Admin fee / account holder | $4,239 | $16,471-74.3% | $14,116-70.0% | $12,270-65.5% |