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 10-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 | $42,568 | $154,228-72.4% | $145,433-70.7% | $137,256-69.0% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 19.32% | 74.59%-55.3pp | 66.58%-47.3pp | 220.34%-201.0pp |
| Employer contribution / active EE | $7,694 | $4,804+60.2% | $4,554+68.9% | $4,156+85.1% |
| Participant deferral / active EE | $16,249 | $8,216+97.8% | $7,897+105.8% | $6,407+153.6% |
| Admin fee / account holder | $2,356 | $14,344-83.6% | $13,129-82.1% | $12,270-80.8% |