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 6-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 | $55,324 | $112,729-50.9% | $98,716-44.0% | $137,256-59.7% |
| Participation rate | 72.2% | 74.2%-2.0pp | 69.3%+2.9pp | 80.0%-7.7pp |
| Annual return | 16.93% | 38.48%-21.6pp | 31.81%-14.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,262 | $2,725-53.7% | $2,279-44.6% | $4,156-69.6% |
| Participant deferral / active EE | $3,685 | $4,640-20.6% | $4,048-9.0% | $6,407-42.5% |
| Admin fee / account holder | $3,618 | $10,129-64.3% | $8,703-58.4% | $12,270-70.5% |