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 3-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 | $33,633 | $154,228-78.2% | $145,433-76.9% | $137,256-75.5% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 20.46% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $1,525 | $4,804-68.3% | $4,554-66.5% | $4,156-63.3% |
| Participant deferral / active EE | $6,134 | $8,216-25.3% | $7,897-22.3% | $6,407-4.3% |
| Admin fee / account holder | $348 | $14,344-97.6% | $13,129-97.3% | $12,270-97.2% |