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 8-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 | $38,364 | $77,523-50.5% | $100,383-61.8% | $80,874-52.6% |
| Participation rate | 70.4% | 77.0%-6.6pp | 81.5%-11.1pp | 67.6%+2.7pp |
| Annual return | 13.22% | 37.21%-24.0pp | 49.26%-36.0pp | 35.62%-22.4pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,944-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,678 | $6,822-46.1% | $8,086-54.5% | $4,297-14.4% |
| Admin fee / account holder | $6,817 | $5,899+15.6% | $7,900-13.7% | $6,935-1.7% |