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 | $66,487 | $101,618-34.6% | $93,063-28.6% | $137,256-51.6% |
| Participation rate | 85.7% | 74.9%+10.8pp | 72.1%+13.6pp | 80.0%+5.8pp |
| Annual return | 14.43% | 223.95%-209.5pp | 34.15%-19.7pp | 220.34%-205.9pp |
| Employer contribution / active EE | $760 | $2,707-71.9% | $2,476-69.3% | $4,156-81.7% |
| Participant deferral / active EE | $2,561 | $4,279-40.2% | $3,958-35.3% | $6,407-60.0% |
| Admin fee / account holder | $2,234 | $6,198-64.0% | $6,033-63.0% | $12,270-81.8% |