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 | $50,094 | $106,749-53.1% | $145,433-65.6% | $82,448-39.2% |
| Participation rate | 84.6% | 75.6%+9.0pp | 82.1%+2.5pp | 68.1%+16.5pp |
| Annual return | 32.61% | 27.59%+5.0pp | 66.58%-34.0pp | 41.64%-9.0pp |
| Employer contribution / active EE | $3,762 | $3,444+9.2% | $4,554-17.4% | $2,551+47.5% |
| Participant deferral / active EE | $10,021 | $6,519+53.7% | $7,897+26.9% | $4,139+142.1% |
| Admin fee / account holder | $1,573 | $8,390-81.2% | $13,129-88.0% | $7,234-78.3% |