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 | $76,527 | $154,228-50.4% | $145,433-47.4% | $137,256-44.2% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 12.71% | 74.59%-61.9pp | 66.58%-53.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,684 | $4,804-44.1% | $4,554-41.1% | $4,156-35.4% |
| Participant deferral / active EE | $7,358 | $8,216-10.5% | $7,897-6.8% | $6,407+14.8% |
| Admin fee / account holder | $23,557 | $14,344+64.2% | $13,129+79.4% | $12,270+92.0% |