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 | $59,843 | $108,825-45.0% | $156,181-61.7% | $82,448-27.4% |
| Participation rate | 74.6% | 72.4%+2.3pp | 78.8%-4.2pp | 68.1%+6.6pp |
| Annual return | 21.42% | 20.59%+0.8pp | 64.87%-43.5pp | 41.64%-20.2pp |
| Employer contribution / active EE | $2,815 | $2,870-1.9% | $4,294-34.4% | $2,551+10.4% |
| Participant deferral / active EE | $8,442 | $4,577+84.4% | $6,132+37.7% | $4,139+104.0% |
| Admin fee / account holder | $1,842 | $9,341-80.3% | $14,586-87.4% | $7,234-74.5% |