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 6-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 | $67,920 | $183,592-63.0% | $155,567-56.3% | $145,959-53.5% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 10.80% | 61.24%-50.4pp | 64.74%-53.9pp | 561.95%-551.2pp |
| Employer contribution / active EE | $5,474 | $5,315+3.0% | $4,674+17.1% | $4,661+17.4% |
| Participant deferral / active EE | $11,296 | $6,464+74.7% | $5,628+100.7% | $6,689+68.9% |
| Admin fee / account holder | $771 | $19,318-96.0% | $15,916-95.2% | $13,398-94.2% |