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 | $49,826 | $154,228-67.7% | $145,433-65.7% | $137,256-63.7% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 21.20% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $5,292 | $4,804+10.2% | $4,554+16.2% | $4,156+27.3% |
| Participant deferral / active EE | $7,433 | $8,216-9.5% | $7,897-5.9% | $6,407+16.0% |
| Admin fee / account holder | $1,465 | $14,344-89.8% | $13,129-88.8% | $12,270-88.1% |