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 | $34,340 | $57,590-40.4% | $86,233-60.2% | $82,448-58.3% |
| Participation rate | 94.9% | 57.9%+37.0pp | 69.0%+25.9pp | 68.1%+26.8pp |
| Annual return | 22.37% | 22.41%0pp | 61.39%-39.0pp | 41.64%-19.3pp |
| Employer contribution / active EE | $4,046 | $1,655+144.4% | $2,504+61.6% | $2,551+58.6% |
| Participant deferral / active EE | $7,436 | $3,080+141.4% | $4,559+63.1% | $4,139+79.6% |
| Admin fee / account holder | $1,862 | $4,730-60.6% | $8,342-77.7% | $7,234-74.3% |