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 | $65,619 | $146,267-55.1% | $197,124-66.7% | $82,448-20.4% |
| Participation rate | 97.0% | 84.0%+13.0pp | 86.7%+10.3pp | 68.1%+28.9pp |
| Annual return | 34.56% | 29.61%+4.9pp | 44.34%-9.8pp | 41.64%-7.1pp |
| Employer contribution / active EE | $9,087 | $4,723+92.4% | $6,227+45.9% | $2,551+256.2% |
| Participant deferral / active EE | $15,040 | $7,035+113.8% | $9,135+64.6% | $4,139+263.3% |
| Admin fee / account holder | $1,828 | $14,422-87.3% | $16,298-88.8% | $7,234-74.7% |