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 | $248,278 | $172,111+44.3% | $150,298+65.2% | $137,256+80.9% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 18.01% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,974 | $4,636-57.4% | $4,154-52.5% | $4,156-52.5% |
| Participant deferral / active EE | $9,000 | $6,166+46.0% | $5,453+65.1% | $6,407+40.5% |
| Admin fee / account holder | $2,343 | $16,471-85.8% | $14,116-83.4% | $12,270-80.9% |