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 | $31,955 | $106,749-70.1% | $145,433-78.0% | $82,448-61.2% |
| Participation rate | 91.5% | 75.6%+15.8pp | 82.1%+9.4pp | 68.1%+23.4pp |
| Annual return | 33.67% | 27.59%+6.1pp | 66.58%-32.9pp | 41.64%-8.0pp |
| Employer contribution / active EE | $1,696 | $3,444-50.8% | $4,554-62.8% | $2,551-33.5% |
| Participant deferral / active EE | $8,701 | $6,519+33.5% | $7,897+10.2% | $4,139+110.2% |
| Admin fee / account holder | $986 | $8,390-88.3% | $13,129-92.5% | $7,234-86.4% |