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 8-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 | $48,405 | $58,627-17.4% | $76,735-36.9% | $82,448-41.3% |
| Participation rate | 79.3% | 63.2%+16.1pp | 69.5%+9.8pp | 68.1%+11.2pp |
| Annual return | 17.42% | 39.10%-21.7pp | 29.77%-12.3pp | 41.64%-24.2pp |
| Employer contribution / active EE | $2,893 | $1,729+67.3% | $2,454+17.9% | $2,551+13.4% |
| Participant deferral / active EE | $5,247 | $3,134+67.5% | $4,088+28.4% | $4,139+26.8% |
| Admin fee / account holder | $1,356 | $5,323-74.5% | $7,189-81.1% | $7,234-81.3% |