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 | $87,382 | $201,259-56.6% | $184,200-52.6% | $145,959-40.1% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 17.85% | 28.98%-11.1pp | 28.80%-10.9pp | 561.95%-544.1pp |
| Employer contribution / active EE | $3,733 | $7,018-46.8% | $6,424-41.9% | $4,661-19.9% |
| Participant deferral / active EE | $17,040 | $9,806+73.8% | $9,132+86.6% | $6,689+154.8% |
| Admin fee / account holder | $1,899 | $16,372-88.4% | $13,907-86.3% | $13,398-85.8% |