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 10-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 | $35,437 | $154,228-77.0% | $145,433-75.6% | $137,256-74.2% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 17.79% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $1,837 | $4,804-61.8% | $4,554-59.7% | $4,156-55.8% |
| Participant deferral / active EE | $6,422 | $8,216-21.8% | $7,897-18.7% | $6,407+0.2% |
| Admin fee / account holder | $27,195 | $14,344+89.6% | $13,129+107.1% | $12,270+121.6% |