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 | $33,011 | $112,729-70.7% | $98,716-66.6% | $137,256-75.9% |
| Participation rate | 95.7% | 74.2%+21.4pp | 69.3%+26.4pp | 80.0%+15.7pp |
| Annual return | 16.43% | 38.48%-22.1pp | 31.81%-15.4pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,107 | $2,725-22.7% | $2,279-7.5% | $4,156-49.3% |
| Participant deferral / active EE | $4,795 | $4,640+3.3% | $4,048+18.5% | $6,407-25.2% |
| Admin fee / account holder | $1,168 | $10,129-88.5% | $8,703-86.6% | $12,270-90.5% |