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 7-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 | $51,324 | $154,228-66.7% | $145,433-64.7% | $137,256-62.6% |
| Participation rate | 82.4% | 83.8%-1.4pp | 82.1%+0.2pp | 80.0%+2.4pp |
| Annual return | 17.82% | 74.59%-56.8pp | 66.58%-48.8pp | 220.34%-202.5pp |
| Employer contribution / active EE | $2,771 | $4,804-42.3% | $4,554-39.2% | $4,156-33.3% |
| Participant deferral / active EE | $6,472 | $8,216-21.2% | $7,897-18.0% | $6,407+1.0% |
| Admin fee / account holder | $4,821 | $14,344-66.4% | $13,129-63.3% | $12,270-60.7% |