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 | $27,533 | $183,592-85.0% | $155,567-82.3% | $145,959-81.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 13.32% | 61.24%-47.9pp | 64.74%-51.4pp | 561.95%-548.6pp |
| Employer contribution / active EE | $1,259 | $5,315-76.3% | $4,674-73.1% | $4,661-73.0% |
| Participant deferral / active EE | $2,271 | $6,464-64.9% | $5,628-59.6% | $6,689-66.0% |
| Admin fee / account holder | $3,341 | $19,318-82.7% | $15,916-79.0% | $13,398-75.1% |