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 5-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 | $27,455 | $178,174-84.6% | $156,181-82.4% | $137,256-80.0% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 22.78% | 84.19%-61.4pp | 64.87%-42.1pp | 220.34%-197.6pp |
| Employer contribution / active EE | $2,818 | $4,972-43.3% | $4,294-34.4% | $4,156-32.2% |
| Participant deferral / active EE | $5,783 | $6,888-16.0% | $6,132-5.7% | $6,407-9.7% |
| Admin fee / account holder | $6,177 | $17,404-64.5% | $14,586-57.7% | $12,270-49.7% |