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 | $229,070 | $172,111+33.1% | $150,298+52.4% | $137,256+66.9% |
| Participation rate | 86.7% | 81.7%+5.0pp | 77.8%+8.9pp | 80.0%+6.7pp |
| Annual return | 16.72% | 69.37%-52.7pp | 62.79%-46.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $2,713 | $4,636-41.5% | $4,154-34.7% | $4,156-34.7% |
| Participant deferral / active EE | $3,739 | $6,166-39.4% | $5,453-31.4% | $6,407-41.6% |
| Admin fee / account holder | $27,037 | $16,471+64.2% | $14,116+91.5% | $12,270+120.4% |