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 | $24,094 | $154,228-84.4% | $145,433-83.4% | $137,256-82.4% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 23.32% | 74.59%-51.3pp | 66.58%-43.3pp | 220.34%-197.0pp |
| Employer contribution / active EE | $1,473 | $4,804-69.3% | $4,554-67.7% | $4,156-64.6% |
| Participant deferral / active EE | $5,809 | $8,216-29.3% | $7,897-26.4% | $6,407-9.3% |
| Admin fee / account holder | $1,178 | $14,344-91.8% | $13,129-91.0% | $12,270-90.4% |