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 | $95,106 | $178,174-46.6% | $156,181-39.1% | $137,256-30.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 11.45% | 84.19%-72.7pp | 64.87%-53.4pp | 220.34%-208.9pp |
| Employer contribution / active EE | $3,222 | $4,972-35.2% | $4,294-25.0% | $4,156-22.5% |
| Participant deferral / active EE | $15,258 | $6,888+121.5% | $6,132+148.8% | $6,407+138.2% |
| Admin fee / account holder | $901 | $17,404-94.8% | $14,586-93.8% | $12,270-92.7% |