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 | $28,775 | $102,245-71.9% | $89,340-67.8% | $137,256-79.0% |
| Participation rate | 95.5% | 74.9%+20.6pp | 69.6%+25.9pp | 80.0%+15.5pp |
| Annual return | 15.20% | 21.89%-6.7pp | 20.57%-5.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $291 | $2,529-88.5% | $2,231-87.0% | $4,156-93.0% |
| Participant deferral / active EE | $1,650 | $4,436-62.8% | $3,823-56.8% | $6,407-74.2% |
| Admin fee / account holder | $1,099 | $8,085-86.4% | $6,704-83.6% | $12,270-91.0% |