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 9-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 | $17,413 | $76,407-77.2% | $150,298-88.4% | $82,448-78.9% |
| Participation rate | 79.1% | 66.4%+12.7pp | 77.8%+1.3pp | 68.1%+11.0pp |
| Annual return | 18.88% | 39.99%-21.1pp | 62.79%-43.9pp | 41.64%-22.8pp |
| Employer contribution / active EE | $3,490 | $2,614+33.5% | $4,154-16.0% | $2,551+36.8% |
| Participant deferral / active EE | $871 | $3,214-72.9% | $5,453-84.0% | $4,139-79.0% |
| Admin fee / account holder | $413 | $6,352-93.5% | $14,116-97.1% | $7,234-94.3% |