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 | $40,690 | $100,970-59.7% | $96,576-57.9% | $137,256-70.4% |
| Participation rate | 90.5% | 82.6%+7.9pp | 81.4%+9.0pp | 80.0%+10.5pp |
| Annual return | 24.27% | 38.16%-13.9pp | 38.47%-14.2pp | 220.34%-196.1pp |
| Employer contribution / active EE | $5,999 | $3,809+57.5% | $3,553+68.8% | $4,156+44.3% |
| Participant deferral / active EE | $14,858 | $8,286+79.3% | $7,956+86.7% | $6,407+131.9% |
| Admin fee / account holder | $4,432 | $11,312-60.8% | $11,381-61.1% | $12,270-63.9% |