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 5-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 | $38,280 | $47,479-19.4% | $62,929-39.2% | $82,448-53.6% |
| Participation rate | 90.3% | 66.9%+23.5pp | 73.1%+17.2pp | 68.1%+22.3pp |
| Annual return | 21.55% | 20.34%+1.2pp | 1063.93%-1042.4pp | 41.64%-20.1pp |
| Employer contribution / active EE | $2,779 | $1,885+47.4% | $2,505+11.0% | $2,551+8.9% |
| Participant deferral / active EE | $4,785 | $2,870+66.7% | $3,888+23.1% | $4,139+15.6% |
| Admin fee / account holder | $1,835 | $3,804-51.8% | $5,065-63.8% | $7,234-74.6% |