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 | $145,335 | $201,259-27.8% | $184,200-21.1% | $145,959-0.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.43% | 28.98%-0.6pp | 28.80%-0.4pp | 561.95%-533.5pp |
| Employer contribution / active EE | $4,225 | $7,018-39.8% | $6,424-34.2% | $4,661-9.3% |
| Participant deferral / active EE | $10,632 | $9,806+8.4% | $9,132+16.4% | $6,689+59.0% |
| Admin fee / account holder | $8,147 | $16,372-50.2% | $13,907-41.4% | $13,398-39.2% |