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 7-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 | $74,460 | $172,111-56.7% | $150,298-50.5% | $137,256-45.8% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 29.27% | 69.37%-40.1pp | 62.79%-33.5pp | 220.34%-191.1pp |
| Employer contribution / active EE | $2,284 | $4,636-50.7% | $4,154-45.0% | $4,156-45.0% |
| Participant deferral / active EE | $7,677 | $6,166+24.5% | $5,453+40.8% | $6,407+19.8% |
| Admin fee / account holder | $2,991 | $16,471-81.8% | $14,116-78.8% | $12,270-75.6% |