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 3-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 | $18,853 | $154,228-87.8% | $145,433-87.0% | $137,256-86.3% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 18.88% | 74.59%-55.7pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $4,437 | $4,804-7.6% | $4,554-2.6% | $4,156+6.8% |
| Participant deferral / active EE | $7,553 | $8,216-8.1% | $7,897-4.4% | $6,407+17.9% |
| Admin fee / account holder | $16,102 | $14,344+12.3% | $13,129+22.6% | $12,270+31.2% |