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 | $32,429 | $172,111-81.2% | $150,298-78.4% | $137,256-76.4% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 21.43% | 69.37%-47.9pp | 62.79%-41.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,744 | $4,636-62.4% | $4,154-58.0% | $4,156-58.0% |
| Participant deferral / active EE | $2,134 | $6,166-65.4% | $5,453-60.9% | $6,407-66.7% |
| Admin fee / account holder | $3,508 | $16,471-78.7% | $14,116-75.1% | $12,270-71.4% |