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 9-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 | $61,559 | $106,749-42.3% | $145,433-57.7% | $82,448-25.3% |
| Participation rate | 92.0% | 75.6%+16.4pp | 82.1%+9.9pp | 68.1%+23.9pp |
| Annual return | 21.24% | 27.59%-6.4pp | 66.58%-45.3pp | 41.64%-20.4pp |
| Employer contribution / active EE | $3,509 | $3,444+1.9% | $4,554-22.9% | $2,551+37.6% |
| Participant deferral / active EE | $7,534 | $6,519+15.6% | $7,897-4.6% | $4,139+82.0% |
| Admin fee / account holder | $1,503 | $8,390-82.1% | $13,129-88.6% | $7,234-79.2% |