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 | $43,972 | $154,228-71.5% | $145,433-69.8% | $137,256-68.0% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 287.71% | 74.59%+213.1pp | 66.58%+221.1pp | 220.34%+67.4pp |
| Employer contribution / active EE | $2,939 | $4,804-38.8% | $4,554-35.5% | $4,156-29.3% |
| Participant deferral / active EE | $8,305 | $8,216+1.1% | $7,897+5.2% | $6,407+29.6% |
| Admin fee / account holder | $2,076 | $14,344-85.5% | $13,129-84.2% | $12,270-83.1% |