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 | $21,898 | $57,590-62.0% | $86,233-74.6% | $82,448-73.4% |
| Participation rate | 81.6% | 57.9%+23.7pp | 69.0%+12.6pp | 68.1%+13.5pp |
| Annual return | 21.27% | 22.41%-1.1pp | 61.39%-40.1pp | 41.64%-20.4pp |
| Employer contribution / active EE | $1,766 | $1,655+6.7% | $2,504-29.5% | $2,551-30.8% |
| Participant deferral / active EE | $2,921 | $3,080-5.2% | $4,559-35.9% | $4,139-29.4% |
| Admin fee / account holder | $896 | $4,730-81.1% | $8,342-89.3% | $7,234-87.6% |