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 5-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 | $27,254 | $106,749-74.5% | $145,433-81.3% | $82,448-66.9% |
| Participation rate | 90.9% | 75.6%+15.3pp | 82.1%+8.8pp | 68.1%+22.8pp |
| Annual return | 22.24% | 27.59%-5.4pp | 66.58%-44.3pp | 41.64%-19.4pp |
| Employer contribution / active EE | $3,049 | $3,444-11.5% | $4,554-33.1% | $2,551+19.5% |
| Participant deferral / active EE | $6,075 | $6,519-6.8% | $7,897-23.1% | $4,139+46.8% |
| Admin fee / account holder | $508 | $8,390-93.9% | $13,129-96.1% | $7,234-93.0% |