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 | $31,824 | $183,592-82.7% | $155,567-79.5% | $145,959-78.2% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 23.53% | 61.24%-37.7pp | 64.74%-41.2pp | 561.95%-538.4pp |
| Employer contribution / active EE | $2,621 | $5,315-50.7% | $4,674-43.9% | $4,661-43.8% |
| Participant deferral / active EE | $4,545 | $6,464-29.7% | $5,628-19.2% | $6,689-32.0% |
| Admin fee / account holder | $1,000 | $19,318-94.8% | $15,916-93.7% | $13,398-92.5% |