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 | $47,988 | $45,343+5.8% | $150,298-68.1% | $67,986-29.4% |
| Participation rate | 74.1% | 51.9%+22.2pp | 77.8%-3.7pp | 57.2%+16.9pp |
| Annual return | 17.47% | 33.28%-15.8pp | 62.79%-45.3pp | 31.67%-14.2pp |
| Employer contribution / active EE | $2,032 | $1,462+39.0% | $4,154-51.1% | $2,019+0.7% |
| Participant deferral / active EE | $3,753 | $2,055+82.6% | $5,453-31.2% | $3,358+11.8% |
| Admin fee / account holder | $1,868 | $2,250-17.0% | $14,116-86.8% | $3,203-41.7% |