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 5-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 | $42,943 | $154,228-72.2% | $145,433-70.5% | $137,256-68.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 20.40% | 74.59%-54.2pp | 66.58%-46.2pp | 220.34%-199.9pp |
| Employer contribution / active EE | $2,186 | $4,804-54.5% | $4,554-52.0% | $4,156-47.4% |
| Participant deferral / active EE | $5,253 | $8,216-36.1% | $7,897-33.5% | $6,407-18.0% |
| Admin fee / account holder | $306 | $14,344-97.9% | $13,129-97.7% | $12,270-97.5% |