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 | $42,560 | $112,729-62.2% | $98,716-56.9% | $137,256-69.0% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 15.76% | 38.48%-22.7pp | 31.81%-16.0pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,201 | $2,725-55.9% | $2,279-47.3% | $4,156-71.1% |
| Participant deferral / active EE | $5,376 | $4,640+15.9% | $4,048+32.8% | $6,407-16.1% |
| Admin fee / account holder | $2,098 | $10,129-79.3% | $8,703-75.9% | $12,270-82.9% |