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 10-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 | $18,066 | $45,343-60.2% | $150,298-88.0% | $67,986-73.4% |
| Participation rate | 92.1% | 51.9%+40.2pp | 77.8%+14.3pp | 57.2%+34.9pp |
| Annual return | 20.36% | 33.28%-12.9pp | 62.79%-42.4pp | 31.67%-11.3pp |
| Employer contribution / active EE | $886 | $1,462-39.4% | $4,154-78.7% | $2,019-56.1% |
| Participant deferral / active EE | $3,145 | $2,055+53.1% | $5,453-42.3% | $3,358-6.4% |
| Admin fee / account holder | $1,114 | $2,250-50.5% | $14,116-92.1% | $3,203-65.2% |