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 | $72,432 | $73,787-1.8% | $98,716-26.6% | $82,448-12.1% |
| Participation rate | 85.5% | 61.4%+24.1pp | 69.3%+16.2pp | 68.1%+17.4pp |
| Annual return | 17.84% | 18.57%-0.7pp | 31.81%-14.0pp | 41.64%-23.8pp |
| Employer contribution / active EE | $580 | $1,511-61.6% | $2,279-74.5% | $2,551-77.3% |
| Participant deferral / active EE | $4,508 | $3,081+46.3% | $4,048+11.4% | $4,139+8.9% |
| Admin fee / account holder | $890 | $6,500-86.3% | $8,703-89.8% | $7,234-87.7% |