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 | $51,392 | $81,446-36.9% | $103,374-50.3% | $80,874-36.5% |
| Participation rate | 86.4% | 66.9%+19.6pp | 74.5%+11.9pp | 67.6%+18.8pp |
| Annual return | 14.01% | 25.57%-11.6pp | 24.89%-10.9pp | 35.62%-21.6pp |
| Employer contribution / active EE | $5,080 | $3,107+63.5% | $3,869+31.3% | $2,756+84.3% |
| Participant deferral / active EE | $3,425 | $3,870-11.5% | $5,058-32.3% | $4,297-20.3% |
| Admin fee / account holder | $7,763 | $6,715+15.6% | $8,394-7.5% | $6,935+11.9% |