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 | $156,118 | $178,174-12.4% | $156,1810% | $137,256+13.7% |
| Participation rate | 78.3% | 82.0%-3.8pp | 78.8%-0.6pp | 80.0%-1.7pp |
| Annual return | 13.51% | 84.19%-70.7pp | 64.87%-51.4pp | 220.34%-206.8pp |
| Employer contribution / active EE | $3,476 | $4,972-30.1% | $4,294-19.1% | $4,156-16.4% |
| Participant deferral / active EE | $6,044 | $6,888-12.2% | $6,132-1.4% | $6,407-5.7% |
| Admin fee / account holder | $3,690 | $17,404-78.8% | $14,586-74.7% | $12,270-69.9% |