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 7-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 | $47,618 | $106,749-55.4% | $145,433-67.3% | $82,448-42.2% |
| Participation rate | 92.1% | 75.6%+16.5pp | 82.1%+10.0pp | 68.1%+24.0pp |
| Annual return | 23.66% | 27.59%-3.9pp | 66.58%-42.9pp | 41.64%-18.0pp |
| Employer contribution / active EE | $2,705 | $3,444-21.5% | $4,554-40.6% | $2,551+6.1% |
| Participant deferral / active EE | $6,310 | $6,519-3.2% | $7,897-20.1% | $4,139+52.4% |
| Admin fee / account holder | $8,780 | $8,390+4.6% | $13,129-33.1% | $7,234+21.4% |