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 | $40,195 | $106,749-62.3% | $145,433-72.4% | $82,448-51.2% |
| Participation rate | 92.9% | 75.6%+17.2pp | 82.1%+10.7pp | 68.1%+24.8pp |
| Annual return | 15.20% | 27.59%-12.4pp | 66.58%-51.4pp | 41.64%-26.4pp |
| Employer contribution / active EE | $3,316 | $3,444-3.7% | $4,554-27.2% | $2,551+30.0% |
| Participant deferral / active EE | $5,895 | $6,519-9.6% | $7,897-25.4% | $4,139+42.4% |
| Admin fee / account holder | $1,391 | $8,390-83.4% | $13,129-89.4% | $7,234-80.8% |