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 7-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 | $28,006 | $92,985-69.9% | $153,432-81.7% | $80,874-65.4% |
| Participation rate | 74.2% | 69.0%+5.2pp | 77.1%-2.9pp | 67.6%+6.5pp |
| Annual return | 11.79% | 19.95%-8.2pp | 15.66%-3.9pp | 35.62%-23.8pp |
| Employer contribution / active EE | $1,329 | $3,507-62.1% | $5,038-73.6% | $2,756-51.8% |
| Participant deferral / active EE | $2,666 | $5,178-48.5% | $6,757-60.6% | $4,297-38.0% |
| Admin fee / account holder | $2,296 | $8,880-74.1% | $12,725-82.0% | $6,935-66.9% |