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 6-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 | $93,250 | $154,228-39.5% | $145,433-35.9% | $137,256-32.1% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 15.01% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $5,833 | $4,804+21.4% | $4,554+28.1% | $4,156+40.3% |
| Participant deferral / active EE | $13,699 | $8,216+66.7% | $7,897+73.5% | $6,407+113.8% |
| Admin fee / account holder | $14,632 | $14,344+2.0% | $13,129+11.5% | $12,270+19.3% |