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 | $24,914 | $209,336-88.1% | $197,124-87.4% | $137,256-81.8% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 20.67% | 48.09%-27.4pp | 44.34%-23.7pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,889 | $6,591-71.3% | $6,227-69.7% | $4,156-54.6% |
| Participant deferral / active EE | $5,664 | $9,614-41.1% | $9,135-38.0% | $6,407-11.6% |
| Admin fee / account holder | $1,773 | $17,308-89.8% | $16,298-89.1% | $12,270-85.5% |