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 | $43,530 | $100,970-56.9% | $96,576-54.9% | $137,256-68.3% |
| Participation rate | 76.2% | 82.6%-6.4pp | 81.4%-5.3pp | 80.0%-3.8pp |
| Annual return | 16.03% | 38.16%-22.1pp | 38.47%-22.4pp | 220.34%-204.3pp |
| Employer contribution / active EE | $340 | $3,809-91.1% | $3,553-90.4% | $4,156-91.8% |
| Participant deferral / active EE | $8,504 | $8,286+2.6% | $7,956+6.9% | $6,407+32.7% |
| Admin fee / account holder | $3,201 | $11,312-71.7% | $11,381-71.9% | $12,270-73.9% |