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 | $16,498 | $57,590-71.4% | $86,233-80.9% | $82,448-80.0% |
| Participation rate | 85.7% | 57.9%+27.8pp | 69.0%+16.7pp | 68.1%+17.6pp |
| Annual return | 14.49% | 22.41%-7.9pp | 61.39%-46.9pp | 41.64%-27.2pp |
| Employer contribution / active EE | $1,172 | $1,655-29.2% | $2,504-53.2% | $2,551-54.0% |
| Participant deferral / active EE | $3,226 | $3,080+4.7% | $4,559-29.2% | $4,139-22.1% |
| Admin fee / account holder | $1,148 | $4,730-75.7% | $8,342-86.2% | $7,234-84.1% |