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 | $43,973 | $154,228-71.5% | $145,433-69.8% | $137,256-68.0% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 33.12% | 74.59%-41.5pp | 66.58%-33.5pp | 220.34%-187.2pp |
| Employer contribution / active EE | $11,363 | $4,804+136.5% | $4,554+149.5% | $4,156+173.4% |
| Participant deferral / active EE | $13,681 | $8,216+66.5% | $7,897+73.2% | $6,407+113.5% |
| Admin fee / account holder | $4,077 | $14,344-71.6% | $13,129-68.9% | $12,270-66.8% |