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 | $42,879 | $95,453-55.1% | $112,040-61.7% | $82,448-48.0% |
| Participation rate | 84.3% | 72.8%+11.5pp | 76.5%+7.8pp | 68.1%+16.2pp |
| Annual return | 15.27% | 23.92%-8.6pp | 24.52%-9.2pp | 41.64%-26.4pp |
| Employer contribution / active EE | $1,356 | $2,318-41.5% | $2,954-54.1% | $2,551-46.9% |
| Participant deferral / active EE | $3,445 | $4,224-18.4% | $5,098-32.4% | $4,139-16.8% |
| Admin fee / account holder | $4,629 | $9,013-48.6% | $12,098-61.7% | $7,234-36.0% |