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 | $35,201 | $111,535-68.4% | $105,223-66.5% | $137,256-74.4% |
| Participation rate | 94.4% | 78.1%+16.4pp | 75.0%+19.4pp | 80.0%+14.5pp |
| Annual return | 15.05% | 237.85%-222.8pp | 180.65%-165.6pp | 220.34%-205.3pp |
| Employer contribution / active EE | $1,329 | $3,939-66.3% | $3,689-64.0% | $4,156-68.0% |
| Participant deferral / active EE | $3,948 | $5,500-28.2% | $5,072-22.2% | $6,407-38.4% |
| Admin fee / account holder | $7,333 | $9,721-24.6% | $8,859-17.2% | $12,270-40.2% |