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 8-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 | $25,052 | $102,245-75.5% | $89,340-72.0% | $137,256-81.7% |
| Participation rate | 77.8% | 74.9%+2.9pp | 69.6%+8.2pp | 80.0%-2.2pp |
| Annual return | 17.41% | 21.89%-4.5pp | 20.57%-3.2pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,417 | $2,529-44.0% | $2,231-36.5% | $4,156-65.9% |
| Participant deferral / active EE | $1,860 | $4,436-58.1% | $3,823-51.3% | $6,407-71.0% |
| Admin fee / account holder | $696 | $8,085-91.4% | $6,704-89.6% | $12,270-94.3% |