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 | $31,451 | $183,592-82.9% | $155,567-79.8% | $145,959-78.5% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 18.10% | 61.24%-43.1pp | 64.74%-46.6pp | 561.95%-543.8pp |
| Employer contribution / active EE | $1,659 | $5,315-68.8% | $4,674-64.5% | $4,661-64.4% |
| Participant deferral / active EE | $4,233 | $6,464-34.5% | $5,628-24.8% | $6,689-36.7% |
| Admin fee / account holder | $20,516 | $19,318+6.2% | $15,916+28.9% | $13,398+53.1% |