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 | $24,618 | $154,228-84.0% | $145,433-83.1% | $137,256-82.1% |
| Participation rate | 76.9% | 83.8%-6.9pp | 82.1%-5.2pp | 80.0%-3.0pp |
| Annual return | 34.78% | 74.59%-39.8pp | 66.58%-31.8pp | 220.34%-185.6pp |
| Employer contribution / active EE | $3,127 | $4,804-34.9% | $4,554-31.3% | $4,156-24.7% |
| Participant deferral / active EE | $5,448 | $8,216-33.7% | $7,897-31.0% | $6,407-15.0% |
| Admin fee / account holder | $15,566 | $14,344+8.5% | $13,129+18.6% | $12,270+26.9% |