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 | $59,244 | $172,111-65.6% | $150,298-60.6% | $137,256-56.8% |
| Participation rate | 81.8% | 81.7%+0.1pp | 77.8%+4.1pp | 80.0%+1.9pp |
| Annual return | 12.84% | 69.37%-56.5pp | 62.79%-49.9pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,873 | $4,636-59.6% | $4,154-54.9% | $4,156-54.9% |
| Participant deferral / active EE | $3,292 | $6,166-46.6% | $5,453-39.6% | $6,407-48.6% |
| Admin fee / account holder | $322 | $16,471-98.0% | $14,116-97.7% | $12,270-97.4% |