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 | $43,759 | $159,934-72.6% | $147,005-70.2% | $145,959-70.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 14.37% | 98.24%-83.9pp | 418.76%-404.4pp | 561.95%-547.6pp |
| Employer contribution / active EE | $3,490 | $5,287-34.0% | $4,934-29.3% | $4,661-25.1% |
| Participant deferral / active EE | $9,059 | $8,427+7.5% | $8,070+12.3% | $6,689+35.4% |
| Admin fee / account holder | $8,711 | $15,053-42.1% | $13,006-33.0% | $13,398-35.0% |