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 | $44,517 | $106,749-58.3% | $145,433-69.4% | $82,448-46.0% |
| Participation rate | 80.0% | 75.6%+4.4pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 17.14% | 27.59%-10.4pp | 66.58%-49.4pp | 41.64%-24.5pp |
| Employer contribution / active EE | $1,907 | $3,444-44.6% | $4,554-58.1% | $2,551-25.2% |
| Participant deferral / active EE | $4,247 | $6,519-34.8% | $7,897-46.2% | $4,139+2.6% |
| Admin fee / account holder | $1,735 | $8,390-79.3% | $13,129-86.8% | $7,234-76.0% |