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 | $33,466 | $99,633-66.4% | $183,328-81.7% | $82,448-59.4% |
| Participation rate | 74.1% | 70.8%+3.4pp | 77.3%-3.2pp | 68.1%+6.1pp |
| Annual return | 19.71% | 17.84%+1.9pp | 29.67%-10.0pp | 41.64%-21.9pp |
| Employer contribution / active EE | $2,440 | $3,256-25.1% | $5,055-51.7% | $2,551-4.3% |
| Participant deferral / active EE | $3,357 | $4,938-32.0% | $6,795-50.6% | $4,139-18.9% |
| Admin fee / account holder | $1,716 | $9,934-82.7% | $21,427-92.0% | $7,234-76.3% |