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 | $28,343 | $81,446-65.2% | $103,374-72.6% | $80,874-65.0% |
| Participation rate | 90.0% | 66.9%+23.1pp | 74.5%+15.5pp | 67.6%+22.4pp |
| Annual return | 12.93% | 25.57%-12.6pp | 24.89%-12.0pp | 35.62%-22.7pp |
| Employer contribution / active EE | $4,284 | $3,107+37.9% | $3,869+10.7% | $2,756+55.5% |
| Participant deferral / active EE | $4,582 | $3,870+18.4% | $5,058-9.4% | $4,297+6.6% |
| Admin fee / account holder | $472 | $6,715-93.0% | $8,394-94.4% | $6,935-93.2% |