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 6-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 | $83,728 | $172,111-51.4% | $150,298-44.3% | $137,256-39.0% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 21.77% | 69.37%-47.6pp | 62.79%-41.0pp | 220.34%-198.6pp |
| Employer contribution / active EE | $2,764 | $4,636-40.4% | $4,154-33.5% | $4,156-33.5% |
| Participant deferral / active EE | $7,223 | $6,166+17.2% | $5,453+32.5% | $6,407+12.7% |
| Admin fee / account holder | $1,860 | $16,471-88.7% | $14,116-86.8% | $12,270-84.8% |