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 10-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 | $39,246 | $154,228-74.6% | $145,433-73.0% | $137,256-71.4% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 16.57% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,833 | $4,804-61.8% | $4,554-59.8% | $4,156-55.9% |
| Participant deferral / active EE | $6,856 | $8,216-16.6% | $7,897-13.2% | $6,407+7.0% |
| Admin fee / account holder | $1,951 | $14,344-86.4% | $13,129-85.1% | $12,270-84.1% |