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 4-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 | $33,685 | $57,590-41.5% | $86,233-60.9% | $82,448-59.1% |
| Participation rate | 81.8% | 57.9%+24.0pp | 69.0%+12.8pp | 68.1%+13.8pp |
| Annual return | 19.83% | 22.41%-2.6pp | 61.39%-41.6pp | 41.64%-21.8pp |
| Employer contribution / active EE | $2,853 | $1,655+72.4% | $2,504+13.9% | $2,551+11.8% |
| Participant deferral / active EE | $3,650 | $3,080+18.5% | $4,559-19.9% | $4,139-11.8% |
| Admin fee / account holder | $891 | $4,730-81.2% | $8,342-89.3% | $7,234-87.7% |