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 6-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 | $48,310 | $124,425-61.2% | $112,040-56.9% | $137,256-64.8% |
| Participation rate | 94.4% | 79.3%+15.1pp | 76.5%+18.0pp | 80.0%+14.5pp |
| Annual return | 18.41% | 24.72%-6.3pp | 24.52%-6.1pp | 220.34%-201.9pp |
| Employer contribution / active EE | $3,513 | $3,411+3.0% | $2,954+18.9% | $4,156-15.5% |
| Participant deferral / active EE | $7,037 | $5,718+23.1% | $5,098+38.0% | $6,407+9.8% |
| Admin fee / account holder | $3,394 | $15,207-77.7% | $12,098-71.9% | $12,270-72.3% |