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 | $41,918 | $45,312-7.5% | $86,233-51.4% | $67,986-38.3% |
| Participation rate | 74.1% | 42.4%+31.7pp | 69.0%+5.1pp | 57.2%+16.9pp |
| Annual return | 14.17% | 24.79%-10.6pp | 61.39%-47.2pp | 31.67%-17.5pp |
| Employer contribution / active EE | $0 | $1,160-100.0% | $2,504-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $4,645 | $2,185+112.6% | $4,559+1.9% | $3,358+38.3% |
| Admin fee / account holder | $8,829 | $3,295+168.0% | $8,342+5.8% | $3,203+175.6% |