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 | $21,580 | $78,520-72.5% | $96,576-77.7% | $82,448-73.8% |
| Participation rate | 94.6% | 77.7%+16.9pp | 81.4%+13.2pp | 68.1%+26.5pp |
| Annual return | 22.20% | 41.30%-19.1pp | 38.47%-16.3pp | 41.64%-19.4pp |
| Employer contribution / active EE | $2,204 | $2,630-16.2% | $3,553-38.0% | $2,551-13.6% |
| Participant deferral / active EE | $4,902 | $6,754-27.4% | $7,956-38.4% | $4,139+18.4% |
| Admin fee / account holder | $874 | $13,455-93.5% | $11,381-92.3% | $7,234-87.9% |