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 9-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 | $22,345 | $58,627-61.9% | $76,735-70.9% | $82,448-72.9% |
| Participation rate | 82.5% | 63.2%+19.2pp | 69.5%+13.0pp | 68.1%+14.4pp |
| Annual return | 20.18% | 39.10%-18.9pp | 29.77%-9.6pp | 41.64%-21.5pp |
| Employer contribution / active EE | $3,205 | $1,729+85.3% | $2,454+30.6% | $2,551+25.6% |
| Participant deferral / active EE | $4,391 | $3,134+40.1% | $4,088+7.4% | $4,139+6.1% |
| Admin fee / account holder | $1,988 | $5,323-62.7% | $7,189-72.4% | $7,234-72.5% |