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 | $67,318 | $209,336-67.8% | $197,124-65.8% | $137,256-51.0% |
| Participation rate | 76.2% | 87.3%-11.1pp | 86.7%-10.5pp | 80.0%-3.8pp |
| Annual return | 21.88% | 48.09%-26.2pp | 44.34%-22.5pp | 220.34%-198.5pp |
| Employer contribution / active EE | $3,121 | $6,591-52.6% | $6,227-49.9% | $4,156-24.9% |
| Participant deferral / active EE | $7,447 | $9,614-22.5% | $9,135-18.5% | $6,407+16.2% |
| Admin fee / account holder | $1,513 | $17,308-91.3% | $16,298-90.7% | $12,270-87.7% |