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 | $72,944 | $100,970-27.8% | $96,576-24.5% | $137,256-46.9% |
| Participation rate | 93.3% | 82.6%+10.7pp | 81.4%+11.9pp | 80.0%+13.4pp |
| Annual return | 17.49% | 38.16%-20.7pp | 38.47%-21.0pp | 220.34%-202.9pp |
| Employer contribution / active EE | $9,501 | $3,809+149.4% | $3,553+167.4% | $4,156+128.6% |
| Participant deferral / active EE | $15,009 | $8,286+81.1% | $7,956+88.6% | $6,407+134.3% |
| Admin fee / account holder | $21,039 | $11,312+86.0% | $11,381+84.9% | $12,270+71.5% |