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 | $40,905 | $102,245-60.0% | $89,340-54.2% | $137,256-70.2% |
| Participation rate | 83.3% | 74.9%+8.4pp | 69.6%+13.8pp | 80.0%+3.4pp |
| Annual return | 17.11% | 21.89%-4.8pp | 20.57%-3.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,388 | $2,529-45.1% | $2,231-37.8% | $4,156-66.6% |
| Participant deferral / active EE | $3,802 | $4,436-14.3% | $3,823-0.5% | $6,407-40.7% |
| Admin fee / account holder | $927 | $8,085-88.5% | $6,704-86.2% | $12,270-92.4% |