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 | $55,399 | $209,336-73.5% | $197,124-71.9% | $137,256-59.6% |
| Participation rate | 95.2% | 87.3%+7.9pp | 86.7%+8.5pp | 80.0%+15.3pp |
| Annual return | 21.18% | 48.09%-26.9pp | 44.34%-23.2pp | 220.34%-199.2pp |
| Employer contribution / active EE | $3,171 | $6,591-51.9% | $6,227-49.1% | $4,156-23.7% |
| Participant deferral / active EE | $5,510 | $9,614-42.7% | $9,135-39.7% | $6,407-14.0% |
| Admin fee / account holder | $720 | $17,308-95.8% | $16,298-95.6% | $12,270-94.1% |