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 | $38,529 | $154,228-75.0% | $145,433-73.5% | $137,256-71.9% |
| Participation rate | 88.2% | 83.8%+4.4pp | 82.1%+6.1pp | 80.0%+8.3pp |
| Annual return | 13.75% | 74.59%-60.8pp | 66.58%-52.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,147 | $4,804-34.5% | $4,554-30.9% | $4,156-24.3% |
| Participant deferral / active EE | $4,991 | $8,216-39.3% | $7,897-36.8% | $6,407-22.1% |
| Admin fee / account holder | $1,718 | $14,344-88.0% | $13,129-86.9% | $12,270-86.0% |