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 4-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 | $41,345 | $81,446-49.2% | $103,374-60.0% | $80,874-48.9% |
| Participation rate | 84.0% | 66.9%+17.1pp | 74.5%+9.5pp | 67.6%+16.4pp |
| Annual return | 19.41% | 25.57%-6.2pp | 24.89%-5.5pp | 35.62%-16.2pp |
| Employer contribution / active EE | $3,110 | $3,107+0.1% | $3,869-19.6% | $2,756+12.9% |
| Participant deferral / active EE | $5,253 | $3,870+35.7% | $5,058+3.9% | $4,297+22.2% |
| Admin fee / account holder | $6,936 | $6,715+3.3% | $8,394-17.4% | $6,9350% |