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 | $25,900 | $101,618-74.5% | $93,063-72.2% | $137,256-81.1% |
| Participation rate | 81.8% | 74.9%+6.9pp | 72.1%+9.7pp | 80.0%+1.9pp |
| Annual return | 20.10% | 223.95%-203.8pp | 34.15%-14.1pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,565 | $2,707+31.7% | $2,476+44.0% | $4,156-14.2% |
| Participant deferral / active EE | $7,188 | $4,279+68.0% | $3,958+81.6% | $6,407+12.2% |
| Admin fee / account holder | $4,424 | $6,198-28.6% | $6,033-26.7% | $12,270-63.9% |