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 10-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 | $48,291 | $106,749-54.8% | $145,433-66.8% | $82,448-41.4% |
| Participation rate | 81.8% | 75.6%+6.2pp | 82.1%-0.3pp | 68.1%+13.8pp |
| Annual return | 17.94% | 27.59%-9.7pp | 66.58%-48.6pp | 41.64%-23.7pp |
| Employer contribution / active EE | $3,247 | $3,444-5.7% | $4,554-28.7% | $2,551+27.3% |
| Participant deferral / active EE | $5,982 | $6,519-8.2% | $7,897-24.3% | $4,139+44.5% |
| Admin fee / account holder | $626 | $8,390-92.5% | $13,129-95.2% | $7,234-91.3% |