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 9-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 | $58,958 | $154,228-61.8% | $145,433-59.5% | $137,256-57.0% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 20.73% | 74.59%-53.9pp | 66.58%-45.8pp | 220.34%-199.6pp |
| Employer contribution / active EE | $8,467 | $4,804+76.3% | $4,554+85.9% | $4,156+103.7% |
| Participant deferral / active EE | $20,447 | $8,216+148.9% | $7,897+158.9% | $6,407+219.1% |
| Admin fee / account holder | $12,116 | $14,344-15.5% | $13,129-7.7% | $12,270-1.3% |