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 | $26,335 | $106,749-75.3% | $145,433-81.9% | $82,448-68.1% |
| Participation rate | 70.4% | 75.6%-5.3pp | 82.1%-11.7pp | 68.1%+2.3pp |
| Annual return | 16.49% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $1,412 | $3,444-59.0% | $4,554-69.0% | $2,551-44.7% |
| Participant deferral / active EE | $2,781 | $6,519-57.3% | $7,897-64.8% | $4,139-32.8% |
| Admin fee / account holder | $3,212 | $8,390-61.7% | $13,129-75.5% | $7,234-55.6% |