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 | $30,629 | $154,228-80.1% | $145,433-78.9% | $137,256-77.7% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 21.50% | 74.59%-53.1pp | 66.58%-45.1pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,027 | $4,804-78.6% | $4,554-77.4% | $4,156-75.3% |
| Participant deferral / active EE | $6,869 | $8,216-16.4% | $7,897-13.0% | $6,407+7.2% |
| Admin fee / account holder | $1,554 | $14,344-89.2% | $13,129-88.2% | $12,270-87.3% |