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 6-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 | $23,623 | $154,228-84.7% | $145,433-83.8% | $137,256-82.8% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 28.47% | 74.59%-46.1pp | 66.58%-38.1pp | 220.34%-191.9pp |
| Employer contribution / active EE | $894 | $4,804-81.4% | $4,554-80.4% | $4,156-78.5% |
| Participant deferral / active EE | $6,314 | $8,216-23.2% | $7,897-20.1% | $6,407-1.5% |
| Admin fee / account holder | $1,824 | $14,344-87.3% | $13,129-86.1% | $12,270-85.1% |