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 | $33,376 | $76,407-56.3% | $150,298-77.8% | $82,448-59.5% |
| Participation rate | 90.9% | 66.4%+24.5pp | 77.8%+13.1pp | 68.1%+22.8pp |
| Annual return | 18.72% | 39.99%-21.3pp | 62.79%-44.1pp | 41.64%-22.9pp |
| Employer contribution / active EE | $3,491 | $2,614+33.5% | $4,154-16.0% | $2,551+36.8% |
| Participant deferral / active EE | $5,671 | $3,214+76.4% | $5,453+4.0% | $4,139+37.0% |
| Admin fee / account holder | $2,395 | $6,352-62.3% | $14,116-83.0% | $7,234-66.9% |