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 | $24,817 | $178,174-86.1% | $156,181-84.1% | $137,256-81.9% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 26.53% | 84.19%-57.7pp | 64.87%-38.3pp | 220.34%-193.8pp |
| Employer contribution / active EE | $2,289 | $4,972-54.0% | $4,294-46.7% | $4,156-44.9% |
| Participant deferral / active EE | $6,849 | $6,888-0.6% | $6,132+11.7% | $6,407+6.9% |
| Admin fee / account holder | $368 | $17,404-97.9% | $14,586-97.5% | $12,270-97.0% |