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 | $31,610 | $172,111-81.6% | $150,298-79.0% | $137,256-77.0% |
| Participation rate | 76.9% | 81.7%-4.8pp | 77.8%-0.8pp | 80.0%-3.0pp |
| Annual return | 13.34% | 69.37%-56.0pp | 62.79%-49.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $2,287 | $4,636-50.7% | $4,154-44.9% | $4,156-45.0% |
| Participant deferral / active EE | $3,588 | $6,166-41.8% | $5,453-34.2% | $6,407-44.0% |
| Admin fee / account holder | $17,185 | $16,471+4.3% | $14,116+21.7% | $12,270+40.1% |