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 | $16,431 | $154,228-89.3% | $145,433-88.7% | $137,256-88.0% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 24.62% | 74.59%-50.0pp | 66.58%-42.0pp | 220.34%-195.7pp |
| Employer contribution / active EE | $2,368 | $4,804-50.7% | $4,554-48.0% | $4,156-43.0% |
| Participant deferral / active EE | $5,733 | $8,216-30.2% | $7,897-27.4% | $6,407-10.5% |
| Admin fee / account holder | $4,094 | $14,344-71.5% | $13,129-68.8% | $12,270-66.6% |