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 | $23,321 | $56,060-58.4% | $76,002-69.3% | $80,874-71.2% |
| Participation rate | 73.9% | 62.0%+11.9pp | 69.1%+4.8pp | 67.6%+6.3pp |
| Annual return | 14.70% | 20.54%-5.8pp | 360.07%-345.4pp | 35.62%-20.9pp |
| Employer contribution / active EE | $2,687 | $1,873+43.4% | $2,6880% | $2,756-2.5% |
| Participant deferral / active EE | $4,075 | $3,051+33.5% | $4,257-4.3% | $4,297-5.2% |
| Admin fee / account holder | $1,130 | $5,237-78.4% | $6,414-82.4% | $6,935-83.7% |