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 6-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 | $48,130 | $146,267-67.1% | $197,124-75.6% | $82,448-41.6% |
| Participation rate | 98.4% | 84.0%+14.4pp | 86.7%+11.7pp | 68.1%+30.3pp |
| Annual return | 22.24% | 29.61%-7.4pp | 44.34%-22.1pp | 41.64%-19.4pp |
| Employer contribution / active EE | $4,442 | $4,723-6.0% | $6,227-28.7% | $2,551+74.1% |
| Participant deferral / active EE | $8,295 | $7,035+17.9% | $9,135-9.2% | $4,139+100.4% |
| Admin fee / account holder | $1,660 | $14,422-88.5% | $16,298-89.8% | $7,234-77.1% |