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 7-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 | $55,431 | $154,228-64.1% | $145,433-61.9% | $137,256-59.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 16.00% | 74.59%-58.6pp | 66.58%-50.6pp | 220.34%-204.3pp |
| Employer contribution / active EE | $4,309 | $4,804-10.3% | $4,554-5.4% | $4,156+3.7% |
| Participant deferral / active EE | $11,046 | $8,216+34.4% | $7,897+39.9% | $6,407+72.4% |
| Admin fee / account holder | $33,182 | $14,344+131.3% | $13,129+152.7% | $12,270+170.4% |