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 3-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 | $48,178 | $81,446-40.8% | $103,374-53.4% | $80,874-40.4% |
| Participation rate | 71.4% | 66.9%+4.6pp | 74.5%-3.1pp | 67.6%+3.8pp |
| Annual return | 15.04% | 25.57%-10.5pp | 24.89%-9.8pp | 35.62%-20.6pp |
| Employer contribution / active EE | $3,993 | $3,107+28.5% | $3,869+3.2% | $2,756+44.9% |
| Participant deferral / active EE | $6,027 | $3,870+55.7% | $5,058+19.2% | $4,297+40.3% |
| Admin fee / account holder | $413 | $6,715-93.8% | $8,394-95.1% | $6,935-94.0% |