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 7-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 | $71,092 | $100,970-29.6% | $96,576-26.4% | $137,256-48.2% |
| Participation rate | 82.4% | 82.6%-0.3pp | 81.4%+0.9pp | 80.0%+2.4pp |
| Annual return | 18.11% | 38.16%-20.1pp | 38.47%-20.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $10,487 | $8,286+26.6% | $7,956+31.8% | $6,407+63.7% |
| Admin fee / account holder | $3,054 | $11,312-73.0% | $11,381-73.2% | $12,270-75.1% |