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 | $54,554 | $81,446-33.0% | $103,374-47.2% | $80,874-32.5% |
| Participation rate | 80.0% | 66.9%+13.1pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 19.43% | 25.57%-6.1pp | 24.89%-5.5pp | 35.62%-16.2pp |
| Employer contribution / active EE | $2,387 | $3,107-23.2% | $3,869-38.3% | $2,756-13.4% |
| Participant deferral / active EE | $5,427 | $3,870+40.2% | $5,058+7.3% | $4,297+26.3% |
| Admin fee / account holder | $1,823 | $6,715-72.8% | $8,394-78.3% | $6,935-73.7% |