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 4-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 | $44,652 | $154,228-71.0% | $145,433-69.3% | $137,256-67.5% |
| Participation rate | 94.7% | 83.8%+10.9pp | 82.1%+12.6pp | 80.0%+14.8pp |
| Annual return | 19.54% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $4,057 | $4,804-15.5% | $4,554-10.9% | $4,156-2.4% |
| Participant deferral / active EE | $9,669 | $8,216+17.7% | $7,897+22.4% | $6,407+50.9% |
| Admin fee / account holder | $1,044 | $14,344-92.7% | $13,129-92.1% | $12,270-91.5% |