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 3-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 | $28,892 | $72,071-59.9% | $68,368-57.7% | $137,256-79.0% |
| Participation rate | 70.6% | 76.2%-5.6pp | 73.8%-3.2pp | 80.0%-9.4pp |
| Annual return | 22.15% | 353.14%-331.0pp | 292.57%-270.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $3,908 | $2,788+40.2% | $2,649+47.5% | $4,156-6.0% |
| Participant deferral / active EE | $5,111 | $4,410+15.9% | $4,123+24.0% | $6,407-20.2% |
| Admin fee / account holder | $2,921 | $5,336-45.2% | $5,150-43.3% | $12,270-76.2% |