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 8-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 | $47,260 | $124,425-62.0% | $112,040-57.8% | $137,256-65.6% |
| Participation rate | 82.6% | 79.3%+3.3pp | 76.5%+6.1pp | 80.0%+2.6pp |
| Annual return | 16.97% | 24.72%-7.7pp | 24.52%-7.5pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,031 | $3,411-69.8% | $2,954-65.1% | $4,156-75.2% |
| Participant deferral / active EE | $2,783 | $5,718-51.3% | $5,098-45.4% | $6,407-56.6% |
| Admin fee / account holder | $4,111 | $15,207-73.0% | $12,098-66.0% | $12,270-66.5% |