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 | $41,600 | $154,228-73.0% | $145,433-71.4% | $137,256-69.7% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 17.79% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $3,680 | $4,804-23.4% | $4,554-19.2% | $4,156-11.5% |
| Participant deferral / active EE | $7,304 | $8,216-11.1% | $7,897-7.5% | $6,407+14.0% |
| Admin fee / account holder | $9,387 | $14,344-34.6% | $13,129-28.5% | $12,270-23.5% |