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 5-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 | $36,533 | $57,590-36.6% | $86,233-57.6% | $82,448-55.7% |
| Participation rate | 89.1% | 57.9%+31.3pp | 69.0%+20.1pp | 68.1%+21.1pp |
| Annual return | 20.62% | 22.41%-1.8pp | 61.39%-40.8pp | 41.64%-21.0pp |
| Employer contribution / active EE | $1,042 | $1,655-37.1% | $2,504-58.4% | $2,551-59.2% |
| Participant deferral / active EE | $7,705 | $3,080+150.2% | $4,559+69.0% | $4,139+86.1% |
| Admin fee / account holder | $10,166 | $4,730+114.9% | $8,342+21.9% | $7,234+40.5% |