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 | $46,037 | $154,228-70.1% | $145,433-68.3% | $137,256-66.5% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 19.66% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,535 | $4,804-68.0% | $4,554-66.3% | $4,156-63.1% |
| Participant deferral / active EE | $4,868 | $8,216-40.8% | $7,897-38.4% | $6,407-24.0% |
| Admin fee / account holder | $4,902 | $14,344-65.8% | $13,129-62.7% | $12,270-60.0% |