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 | $25,756 | $172,111-85.0% | $150,298-82.9% | $137,256-81.2% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 23.67% | 69.37%-45.7pp | 62.79%-39.1pp | 220.34%-196.7pp |
| Employer contribution / active EE | $1,352 | $4,636-70.8% | $4,154-67.4% | $4,156-67.5% |
| Participant deferral / active EE | $5,891 | $6,166-4.5% | $5,453+8.0% | $6,407-8.1% |
| Admin fee / account holder | $651 | $16,471-96.0% | $14,116-95.4% | $12,270-94.7% |