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 3-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 | $138,027 | $201,259-31.4% | $184,200-25.1% | $145,959-5.4% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 12.26% | 28.98%-16.7pp | 28.80%-16.5pp | 561.95%-549.7pp |
| Employer contribution / active EE | $2,992 | $7,018-57.4% | $6,424-53.4% | $4,661-35.8% |
| Participant deferral / active EE | $12,175 | $9,806+24.2% | $9,132+33.3% | $6,689+82.0% |
| Admin fee / account holder | $512 | $16,372-96.9% | $13,907-96.3% | $13,398-96.2% |