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 4-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 | $39,531 | $108,825-63.7% | $156,181-74.7% | $82,448-52.1% |
| Participation rate | 93.1% | 72.4%+20.7pp | 78.8%+14.3pp | 68.1%+25.0pp |
| Annual return | 43.43% | 20.59%+22.8pp | 64.87%-21.4pp | 41.64%+1.8pp |
| Employer contribution / active EE | $2,307 | $2,870-19.6% | $4,294-46.3% | $2,551-9.6% |
| Participant deferral / active EE | $5,308 | $4,577+16.0% | $6,132-13.4% | $4,139+28.2% |
| Admin fee / account holder | $8,622 | $9,341-7.7% | $14,586-40.9% | $7,234+19.2% |