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 7-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 | $32,860 | $124,425-73.6% | $112,040-70.7% | $137,256-76.1% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 16.08% | 24.72%-8.6pp | 24.52%-8.4pp | 220.34%-204.3pp |
| Employer contribution / active EE | $2,038 | $3,411-40.2% | $2,954-31.0% | $4,156-51.0% |
| Participant deferral / active EE | $3,573 | $5,718-37.5% | $5,098-29.9% | $6,407-44.2% |
| Admin fee / account holder | $4,325 | $15,207-71.6% | $12,098-64.2% | $12,270-64.7% |